))
Ep 72: Why I Went Independent
Manage episode 339741942 series 2536281
Content provided by Wade Chessman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Chessman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Chessman Wealth Strategies began back in 2004 when Wade Chessman left a large national firm to go independent.
There were a few different reasons for the move, but it ultimately came down to the inability to serve clients in the way we felt was in their best interest. So nearly 20 years later, we’ll take a look back on how Wade started in the financial services industry, the issues he quickly discovered, and the benefits of now being able to work independently.
Here’s some of what you’ll learn on this episode:
- How a co-op program in college led him to financial planning. (2:27)
- The biggest issues Wade discovered while working at a national firm that he didn’t agree with. (4:16)
- Why Christmas parties became a reason for Wade going independent. (8:33)
- What advice would we give other advisors considering the move to independence? (12:19)
For more, visit us online: https://www.chessmanwealth.com/
124 episodes
Share
