HTGI 006 : Whose goals are you chasing?

January 21, 2016PodcastSean KernanComment

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?

HTGI 005 : Don't be stupid -- have a contingency sucession plan

January 4, 2016Sean KernanComment

In this episode, I interview my business partner Brandon Day who talks about the importance of having a continuity plan in place for your practice.

HTGI 004 : How much will I have to pay for health insurance?

December 22, 2015PodcastSean KernanComment

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.

HTGI 003: What will my payout be if I go independent?

December 15, 2015Sean KernanComment

In this episode, I'll break down the expenses an independent financial advisor might face and compare them to those you might see at a bank or wirehouse.

HTGI 002: Chad Atkins; journey from Wholesaler turned Financial Advisor -- a book buyout success story

December 11, 2015PodcastSean KernanComment

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.

HTGI 001: Welcome to The How to Go Independent Podcast

December 9, 2015Sean KernanComment

In the first episode of The HTGI podcast, I'll talk about what I hope to provide you with this podcast. In this episode, I'll talk about why I'm doing this podcast and why I think my experience in the financial planner business can help you if you are on the fence about taking your practice to the independent channel.

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.