100 episodes

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

Podcast - How To Go Independent Sean Kernan: CFP, Independent Financial Advisor and Blogger

    • Business
    • 4.6 • 14 Ratings

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

    HTGI 104: Outline For Your Transition When Buying a Book

    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 103: What You NEED to go Independent

    HTGI 103: What You NEED to go Independent

    Shoot me an email at kernan@hey.com

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    HTGI 102: Buying a Book

    HTGI 102: Buying a Book

    Shoot me an email at kernan@hey.com

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    HTGI 101: We're baaaaack!

    HTGI 101: We're baaaaack!

    Shoot me an email at kernan@hey.com

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    HTGI 100: The Most Important Questions to Ask

    HTGI 100: The Most Important Questions to Ask

    Shoot me an email at sean@indyFA.com

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE

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

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

    Shoot me an email at sean@indyFA.com

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE

Customer Reviews

4.6 out of 5
14 Ratings

14 Ratings

Saucepan 1 ,

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.

DarthMusings ,

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.

Soaking It Up Like A Sponge ,

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.

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