Are you an employee financial advisor wondering if an independent business model might work for you? Our mission is to help you learn the ins and outs of what it means to be "independent" -- at your own pace, wherever you are in your exploration, and with 100% privacy.
The Blog -- Articles about How To Go Independent
If you are going to be a business owner---even with a lot of support--you may want to expand your universe of content you read/listen to/watch. Jason Fried of Basecamp (formerly 37signals) is a great example of someone who can help you "think outside of the box."
Introduction to a resource to help you find a buyer, seller, OSJ, RIA, or resources to start your own new platform.
If you are a financial advisor going independent, you need to make a decision about your office space. Here's how I went about making that decision and why it worked out well for me and my clients.
I recently met with an advisor who is researching going independent from a big firm, and he asked me this...I didn't feel great about my response at the time, so I recorded this video to more thoroughly answer.