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Podcast - How To Go Independent

Sean Kernan: CFP, Independent Financial Advisor and Blogger

Are you a financial advisor looking to go independent? This podcast discusses the independent business model and compares and contrasts it with the employee model. Have a question for Sean? Email him at [email protected]

  • HTGI 110: 80/20 for Going Independent (rebroadcast)

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    21 September 2022, 11:14 pm
  • HTGI 109: The 1 Decision That Will Make All (or at least 33% of) The Difference

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    6 January 2022, 1:00 pm
  • HTGI 108: Top 10 Reasons Not To Go Independent

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    11 October 2021, 10:36 pm
  • HTGI 107: Questions to Ask Before You Go Independent (3 Of 3)

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

    4 October 2021, 12:00 pm
  • HTGI 106: Questions to Ask Before You Go Independent (2 Of 3)

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

    27 September 2021, 5:13 pm
  • HTGI 105: Questions to Ask Before You Go Independent (1 Of 3)

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

    20 September 2021, 4:59 pm
  • Please Hold, Your Podcast Is Very Important to Us…

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

    13 September 2021, 9:03 pm
  • HTGI 104: Outline For Your Transition When Buying a Book

    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 deal. I drafted a detailed outline for the prospective seller so he would have a starting point for what would probably need to happen in a transition of his business and clients. This may help you start building the knowledge to educate potential sellers and set yourself apart as a knowledgeable buyer. If you have any questions about this topic, email me at [email protected] or call me at 469-893-0067.

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

    6 November 2020, 12:00 pm
  • HTGI 103: What You NEED to go Independent

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

    22 October 2020, 3:30 pm
  • HTGI 102: Buying a Book

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

    13 October 2020, 9:24 pm
  • HTGI 101: We're baaaaack!

    Shoot me an email at [email protected]

    Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

    28 September 2020, 9:36 pm
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