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Podcast - How To Go Independent
Podcast

Podcast - How To Go Independent

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Are you a financial advisor looking to go independent? This podcast discusses the independent business model and compares and contrasts it with the employee model. Have a question for Sean? Email him at Sean@indyFA.com

Are you a financial advisor looking to go independent? This podcast discusses the independent business model and compares and contrasts it with the employee model. Have a question for Sean? Email him at Sean@indyFA.com

72
0

HTGI 109: The 1 Decision That Will Make All (or at least 33% of) The Difference

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
Business and industry 3 years
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0
5
10:05

HTGI 108: Top 10 Reasons Not To Go Independent

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
Business and industry 4 years
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0
6
23:26

HTGI 107: Questions to Ask Before You Go Independent (3 Of 3)

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
Business and industry 4 years
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0
6
14:00

HTGI 106: Questions to Ask Before You Go Independent (2 Of 3)

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 4 years
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5
08:33

HTGI 105: Questions to Ask Before You Go Independent (1 Of 3)

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 4 years
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0
5
11:36

Please Hold, Your Podcast Is Very Important to Us…

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 4 years
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03:11

HTGI 104: Outline For Your Transition When Buying a Book

If you have thought about buying another practice to grow yours, you may wonder what exactly needs to happen when you find a seller. If you are considering independence, the opportunity to do this is a massive advantage to the business model compared to being an employee. I have done several of these transitions and am working on another potential deal. I drafted a detailed outline for the prospective seller so he would have a starting point for what would probably need to happen in a transition of his business and clients. This may help you start building the knowledge to educate potential sellers and set yourself apart as a knowledgeable buyer. If you have any questions about this topic, email me at kernan@hey.com or call me at 469-893-0067. Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 5 years
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6
38:26

HTGI 103: What You NEED to go Independent

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 5 years
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21:35

HTGI 102: Buying a Book

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 5 years
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5
43:35

HTGI 101: We're baaaaack!

Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 5 years
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18:18

HTGI 100: The Most Important Questions to Ask

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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7
33:15

HTGI 099: 99 Things I've Learned from Podcasting (or Life)

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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6
24:53

HTGI 098: How To Listen To Podcasts After HGTI -- and Ask the Hard Questions

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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19:52

HTGI 097: Dealing with a Partner/Team (Non-Compete & Protocol)

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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7
14:18

HTGI 096: How do I raise my fees?

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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19:31

HTGI 095: How to Go Independent for Beginners

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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26:24

HTGI 094: 13 of the Most Successful Platform Firms for Going Independent

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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7
21:37

HTGI 093: 100% Upfront Money and an Independent Payout??! Sort of...

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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6
20:32

HTGI 092: Life happens! Using freedom to help extended family

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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0
5
18:24

HTGI 091: Goldman Sachs bought an RIA--so what?

Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 
Business and industry 6 years
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13:17
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