How to Determine if You’ve Got the “Right Stuff” for Independence
How to strategically determine if independence is a good path for you.
After exploring the origins of independence in the first episode of this series on independence for financial advisors, Mindy Diamond walks advisors through a process to help determine if the model is right for you. She shares a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.
Mindy offers the following:
- The key characteristics of someone who should not go independent
- The story of “Bill and Sam”—advisors who “thought” they wanted to go independent
- A self-assessment to clarify your goals before you start exploring
What Every Advisor Wants: The 4-Legged Stool
While individual businesses and goals vary widely, in our experience, an independent-minded advisor’s needs can be boiled down to 4 key requirements. Read ->
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