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

Podcast: Play in new window | Download (Duration: 20:19 — 28.6MB)

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