Independence is not for every advisor. Here’s how to strategically determine if it’s the right 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.
Podcast: Play in new window | Download (Duration: 20:19 — 28.6MB) | Embed
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Beginning with the end in mind
Here are 11 steps to help you chart your best business life. Read ->
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 ->
2018 Landscape of the Wealth Management Industry
[PDF] The annual survey that arms you with knowledge of a vastly changed industry. Download ->
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