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How to Determine If You’ve Got the “Right Stuff” for Independence

How to strategically determine if independence is a good path for you.


After exploring the origins of independence in the first episode of this series on independence for financial advisors, Mindy Diamond walks advisors through a process to help them determine if the model is right for them. She’ll share a story of two advisors who, after asking themselves a series of questions, concluded that independence was not right for them.

Mindy will offer the following:

  • The key characteristics of someone who should not go independent
  • The story of “Bill and Sam”—advisors who “thought” they wanted to go independent
  • A self-assessment to clarify your goals before you start exploring

Listen to the podcast

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