Podcast - How To Go Independent

Sean Kernan: CFP, Independent Financial Advisor and Blogger

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

  1. 09/21/2022

    HTGI 110: 80/20 for Going Independent (rebroadcast)

    HTGI 110: 80/20 for Going Independent (rebroadcast) Sean Kernan: CFP, Independent Financial Advisor and Blogger Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

  2. 01/06/2022

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

    Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

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

  3. 10/11/2021

    HTGI 108: Top 10 Reasons Not To Go Independent

    Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    HTGI 108: Top 10 Reasons Not To Go Independent

  4. 10/04/2021

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

    Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

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

  5. 09/27/2021

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

    Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

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

  6. 09/20/2021

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

    Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

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

  7. 09/13/2021

    Please Hold, Your Podcast Is Very Important to Us…

    Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    Please Hold, Your Podcast Is Very Important to Us…

  8. 11/06/2020

    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.

    HTGI 104: Outline For Your Transition When Buying a Book
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4.7
out of 5
15 Ratings

About

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

Information

  • Creator
    Sean Kernan: CFP, Independent Financial Advisor and Blogger
  • Years Active
    2015 - 2022
  • Episodes
    100
  • Rating
    Clean
  • Show Website
    Podcast - How To Go Independent