100 episodes
Podcast - How To Go Independent Sean Kernan: CFP, Independent Financial Advisor and Blogger
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- Business
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4.7 • 15 Ratings
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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
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HTGI 110: 80/20 for Going Independent (rebroadcast)
Shoot me an email at kernan@hey.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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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 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 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 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 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.
Customer Reviews
Great content
Sean does a wonderful job providing insight from his personal experience and bringing in others for their viewpoint. He is a wealth of knowledge and shares liberally.
Great Resource
Great resource for anyone considering making the leap from employee advisor into an independent practice. Sean breaks down numerous topics that every advisor should be thinking through before considering a transition, and he weighs pros and cons very fairly for each of these topics.
The Breakaway Advisor's How To Guide
If you're looking to breakaway from a wirehouse or bank...this podcast is the BEST resource you'll find out there on everything you need to know about going independent! Sean does a great job at explaining both the pros & cons of the big decision.