How To Go Independent

An objective source to learn about independent business models

I'm a financial advisor and going independent: What should I do first?

There are an almost infinite number of details that you can work on when planning to establish your own business as an independent financial advisor. But I want to outline a few critical things that you absolutely must have when you make the move. In particular, I’m focused on the first ninety days of your new practice.

 You have a lot to think about when you're going independent. But what's most important?

You have a lot to think about when you're going independent. But what's most important?

Each one is listed below. You can click on each link to read find more. 

  1. Mindset
  2. Commitment
  3. A plan
  4. Help
  5. A phone
  6. Computer
  7. A place to work
  8. Clients

What can wait?

You'll be pretty busy in the first 90 days or so. CLICK HERE to take a look at a few things you can take care of once you are up and running. 

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