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
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