Podcast

HTGI 025: Brad Weddle -- "wish I had done it sooner" despite his "disappointing" transition from Edward Jones

June 6, 2016PodcastSean KernanComment

After 14 years at Edward Jones, Brad Weddle transitioned his successfull practice at possibly the worst time - and has enjoyed continued success as an independent financial advisor.

HTGI 024: Talking Independence with Joshua Sheats on the Radical Personal Finance Podcast

June 4, 2016PodcastSean KernanComment

I thought I would share a recent episode of the Radical Personal Finance Podcast. The host, Joshua Sheats is a former financial advisor whose podcast has taken off, and aims to educate investors and advisors alike on the world of personal finance.

HTGI 023: How Ashley Hodge manages $100 million from his home office without an assistant

May 27, 2016PodcastSean KernanComment

Ashley Hodge, an independent financial advisor from the Fort Worth area, shares his path to the independent channel. Ashley talks about two drastically different transitions in his career, and also breaks down how he has lowered his overhead by going independent.

HTGI 022: What does "being independent" mean?

May 23, 2016PodcastSean KernanComment

What does it mean to be an independent financial advisor? Sometimes advisors think independent means starting from scratch, but in this episode, you'll find out that's not the case 99% of the time.

HTGI 021: Katie Brewer-- can't find the ideal place to work? Build it yourself!

May 16, 2016PodcastSean Kernan1 Comment

Kate worked at several places-- large, small, investment-focused, insurance-focused, you name it-- before realizing she needed to try her hand at starting her own. She's on the leading edge of advisors serving younger and/or clients with few investable assets, using technology and a monthly subscription model.

HTGI 020: Chad Atkins on best practices in converting from brokerage to advisory

May 5, 2016PodcastSean KernanComment

Chad bought a practice to make the transition from wholesaler to advisor. He also converted much of that practice from brokerage to advisory and shared a few lessons learned from his experience in this week's episode.

HTGI 019: Brandon Day on his short trip from insurance company to $1 Billion firm principal

April 27, 2016PodcastSean KernanComment

Brandon Day carefully planned his move to independence, which not only made his transition smooth but led to opportunities that dramatically increased his income. He talks about how being independent gives him the ability to take advantage of things you could never dream of as an employee.

HTGI 018: Podcasts I like (and you might too)

April 21, 2016PodcastSean KernanComment

Podcasts can be a great way to build your knowledge base, both in the financial world and in business in general. In this episode, I give a rundown of a few of my favorite podcasts that I listen to on a regular basis.

HTGI 017: How to compare the financial benefits of a recruiting transition deal with going independent

April 15, 2016PodcastSean KernanComment

One big hurdle to going independent is giving up the large cash windfall that a wirehouse recruiting deal can yield. In this episode, I compared those two different paths for financial advisors looking at a practice transition.

HTGI 016: Gerald Robinson -- A Career-changer financial advisor's path to independence

April 6, 2016PodcastSean KernanComment

Today I interviewed Gerald Robinson, a CFP and independent financial advisor in Flower Mound, Texas.
Gerald talks about his path to independence that included a stop at couple of employee-model firms before finding his home in the independent channel.

HTGI 015: The independent financial advisor toolbox: what I find useful in my practice

April 1, 2016PodcastSean KernanComment

When you're an independent financial advisor, you have a lot of options when it comes to tools you can use to run your practice. I thought I would do a rundown of a few tech tools I use on a day-to-day basis.

HTGI 014: Helping BILLION dollar teams go independent

March 30, 2016PodcastSean KernanComment

Matt Sonnen coordinated the jump to independence for a team with close to $2 billion AUM. A few years later, the firm was sold to a bank for $100+ million....so he has helped create literally tens of millions of dollars of value for advisors in his career

HTGI 013 : Bouncing Back from an abrupt departure - why Todd Simmons needed two moves to get to independence

March 25, 2016PodcastSean KernanComment

Todd was comfortable at the only firm he only knew for his first 10+ years in the business, but had to transition to another firm under less than ideal circumstances. After realizing he wasn't in the right place for the long term, he was able to make a successful move to independence. Listen to his journey to hear what lessons learned he has for all of us.

HTGI 012 : Four ways my business and life have improved after buying a practice (and four things to consider before you buy one)

March 22, 2016PodcastBrian RuffComment

Considering buying a financial advisor practice to increase the size of your business? In this episode, I talk about the ins and outs of purchasing a book of business and how to make it a successful transition for you and the seller.

HTGI 011 : Flying High: Craig Cowles' journey from Pilot to Financial Advisor

March 17, 2016PodcastBrian RuffComment

In this episode, I interview Craig Cowles, an independent financial advisor who went from pilot to CFP to improve his quality of life. He talks about what types of clients he likes to work with and how he runs the day-to-day of his business.

The HTGI Podcast

About Me

I help financial advisors who are currently employees explore information about independent business models. This site allows you to do so on your own time, in your own space, with unquestioned privacy. I am trying to build a resource that I would have loved to find when I was educating myself during the 7 years before establishing my practice.