In this episode, I talk about a few recent industry articles that give examples of how the employee financial advisor model might differ from the independent model. The articles discuss pay grid changes, advisor retirement payouts and business structures
In this episode, I talk to Brian Ruff - an independent financial advisor that I hired in 2013 to help me with my own practice. We talk about his start in the business, what lead him to going independent and what our agreement looks like today.
In this episode, I'll talk about how your production payout as an independent financial advisor can differ from the employee advisor model. I'll also discuss the various expenses a indpendent financial advisor might incur that employee-advisor might not b
In this episode, I talk to an advisor with over 25 years of experience in the independent financial advisor channel. He talks about how he structured and ran his business during his career.
In this episode, I talk about goal-setting as an independent advisor and how it differs from the employee-advisor model. Whose goals are you working towards?
In this episode, I discuss health insurance for independent financial advisors. We'll break down the costs and coverages and how it differs from your plan at your current employer.
In this episode, I interviewed my business partner, Chad Atkins. Chad walks you through his career and how he landed on the independent model. He also discusses the process of two practice buyouts he did when he went independent and how each of them were structured.
