I recently passed my eleventh anniversary of going independent on September 3, 2009. A year ago, I published my last podcast episode and blog post here. I have enjoyed a break from sharing content and focused only on serving clients in my practice and other advisors through our network. However, I still love talking to anyone who listen about How To Go Independent and how—and when, where, why, what, with whom—to go independent. I plan to be back to creating content here.
As always, my main goal is to be of use and spread the increasingly common idea that being an independent advisor is more achievable than ever. I am by no means an expert on every possible configuration of being an independent advisor. I have, however, learned enough to know what kinds of questions to ask when exploring a platform or opportunity around an independent practice (or who else to go to for advice).
I have talked or emailed with a few dozen advisors that have reached out over the last few years and done my best to point them in the right direction. I love being even a tiny little part of someone moving towards the fulfillment that comes from having more control of your destiny and being able to serve your clients with much less interference from an employer. That is enough to get me back into publishing after a year off.
If you want more in depth help, I can potentially do it a consulting-for-a-fee basis to make sure you feel there is value and I am focused on serving you the best way I know how. I can’t promise I can give you the perfect answers, but I can promise to tell you how I would think about things if I were in your shoes.
Full dislcosure: I am a part owner in a firm that helps advisors become and stay independent. However, that business is doing fine without any lead generation from this project—if you want to hear about it, great, but if not, all the above is still true.
Shoot me an email at kernan@hey.com
Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.