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, 13 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

Customer Reviews

4.6 out of 5
13 Ratings

13 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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