A podcast to help wirehouse/employee financial advisors learn more about independent business models.
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Buying a Book ORIGINAL RELEASE - OCT 31, 2020 Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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The 1 Decision That Will Make All (or at least 33% of) The Difference
9:22
9:22
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Original Release - JAN 06, 2022 Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan, Advisor Resource Council
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HTGI 109: The 1 Decision That Will Make All (or at least 33% of) The Difference
10:06
10:06
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10:06
Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan,
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HTGI 108: Top 10 Reasons Not To Go Independent
23:27
23:27
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan,
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HTGI 107: Questions to Ask Before You Go Independent (3 Of 3)
14:01
14:01
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan,
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HTGI 106: Questions to Ask Before You Go Independent (2 Of 3)
8:34
8:34
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 105: Questions to Ask Before You Go Independent (1 Of 3)
11:37
11:37
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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Please Hold, Your Podcast Is Very Important to Us…
3:12
3:12
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 104: Outline For Your Transition When Buying a Book
38:27
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 103: What You NEED to go Independent
21:36
21:36
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 100: The Most Important Questions to Ask
33:16
33:16
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 099: 99 Things I've Learned from Podcasting (or Life)
24:54
24:54
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 098: How To Listen To Podcasts After HGTI -- and Ask the Hard Questions
19:53
19:53
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 097: Dealing with a Partner/Team (Non-Compete & Protocol)
14:19
14:19
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 095: How to Go Independent for Beginners
26:25
26:25
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 094: 13 of the Most Successful Platform Firms for Going Independent
21:38
21:38
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 093: 100% Upfront Money and an Independent Payout??! Sort of...
20:33
20:33
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 092: Life happens! Using freedom to help extended family
18:25
18:25
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan on Using freedom to help extended family
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HTGI 091: Goldman Sachs bought an RIA--so what?
13:18
13:18
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan on Goldman Sachs buying an RIA
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HTGI 090: The Most Important Question to Ask Yourself
22:43
22:43
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan on The Most Important Question to Ask Yourself
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 088: Big City or Small Town--What Size Independent Platform is Better?
19:29
19:29
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 087: Stop Doing Stuff You Don't Like
11:39
11:39
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan
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HTGI 086: Enjoying the benefits of independence--Jim Webb update (2 years in)
1:00:06
1:00:06
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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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 083: Career Development Ideas for a Call Center “Advisor”
19:26
19:26
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19:26
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 082: The Coming Golden Age of The Solo Financial Advisor
19:35
19:35
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19:35
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 081: The 10 Most Important Steps To Launch Your RIA
22:48
22:48
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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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 079: How NOT to go independent -- the biggest mistakes to avoid
24:37
24:37
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24:37
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 078: How many of my clients will follow me?
26:53
26:53
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26:53
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 077: What's the best job for a college graduate looking to become an advisor?
23:04
23:04
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23:04
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 076: Listener question: Make a change to create a succession plan?
35:35
35:35
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HTGI 075: Is your firm acting like Old Navy or Amazon?
25:29
25:29
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25:29
Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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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
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
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
44:44
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44:44
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 069: A long time successful Level 8: Edward Jones advisor's journey to independence, part 3 of 5
45:41
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…
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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
27:07
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27:07
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 067: A long time successful Level 8: Edward Jones advisor's journey to independence, part 1 of 5
22:15
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…
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HTGI 066: Get the right people "on the bus" (and in the right seats)
25:37
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
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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We review some interesting articles about recruiting from industry publications. Related Links: http://www.thinkadvisor.com/2016/03/01/the-breakaway-push-is-sputtering-out https://www.onwallstreet.com/opinion/message-to-wirehouses-stop-messing-with-advisor-comp HTGI Episode 62: http://howtogoindependent.com/htgi/episode62…
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HTGI 063: The Path To Independence, Part 3 -- define your major criteria and identify options
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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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