Ep. 3: It’s Not About The Money, But It’s About The Money

Ep. 2: The Independent W-2 Model

by | Jun 18, 2019 | podcasts

The attraction of the independent business model for financial advisors is undeniable. Independence offers financial, operational, and lifestyle benefits that – even if an advisor is not ready to make a move – certainly has them thinking about...
Ep. 3: It’s Not About The Money, But It’s About The Money

Ep. 1: Advisors Should Eat Their Own Cooking

by | Jun 14, 2019 | podcasts

Are you prepared if the unexpected happens and impacts your ability to run your practice? Many financial advisors don’t follow their own advice by having a continuity plan in place to protect their business, clients, income, and – ultimately – their...