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Financialconsultant Podcasts

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HTGI 104: Outline For Your Transition When Buying a Book 38:27

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If you have thought about buying another practice to grow yours, you may wonder what exactly needs to happen when you find a seller. If you are considering independence, the opportunity to do this is a massive advantage to the business model compared to being an employee. I have done several of these transitions and am working on another potential …
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HTGI 074: Think Fast, Move Slow 16:34

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Summary Making a decision to go independent--or any change of firms--should NOT be done lightly. Here are some thoughts on how to frame your research process when looking at potential places to establish your own business. Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.…
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HTGI 072: How Ashley Hodge manages $100 million from his home office without an assistant 52:53

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Summary Ashley Hodge, an independent financial advisor in the Fort Worth area, talked about his path to the independent channel. Ashley describes two drastically different transitions in his career, and also breaks down how he has lowered his overhead after going independent. In this episode you will learn.... How moves from a wirehouse to another …
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HTGI 071: A long time successful Level 8: Edward Jones advisor's journey to independence, part 5 of 5 49:18

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Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
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HTGI 070: A long time successful Level 8: Edward Jones advisor's journey to independence, part 4 of 5 44:44

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Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
…   continue reading
 
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HTGI 069: A long time successful Level 8: Edward Jones advisor's journey to independence, part 3 of 5 45:41

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Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
…   continue reading
 
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HTGI 068: A long time successful Level 8: Edward Jones advisor's journey to independence, part 2 of 5 27:07

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Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
…   continue reading
 
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HTGI 067: A long time successful Level 8: Edward Jones advisor's journey to independence, part 1 of 5 22:15

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Summary Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months a…
…   continue reading
 
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HTGI 066: Get the right people "on the bus" (and in the right seats) 25:37

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As an employee advisor, you may be given some staff help---but is it the RIGHT staff help? As an independent advisor, you get to choose who and how people work for you. Here are two examples of people that work for me and how they've made my business (and life!) better. Related Links (interviews with some of our "right people on the right seats"): …
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HTGI 065: The Path To Independence, Part 4 -- decide and execute 18:46

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Once you have explored the options, you have to pick one and GO! However, you need to spend as much time as you need to properly plan and execute your transition....but not so long that you find reasons to not make the move. Related Links: The Path To Independence part 1 (Episode 60): http://howtogoindependent.com/htgi/episode60 The Path To Indepen…
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HTGI 063: The Path To Independence, Part 3 -- define your major criteria and identify options 14:51

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Once you've found a trusted guide (Part 2), you are ready to start narrowing the field of potential opportunities. Your search for the right way to go independent for you should be specific to what you want out of your business and the partners/providers you use to run it. Related Links: The Path To Independence part 1 (Episode 60): http://howtogoi…
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