Skip navigation

Indep. Advice

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Jun 17, 2007 11:09 pm

Hello all...

I  work for AGE and have been seriously considering going indy for about 7 years and now with the WB deal, I am moving closer to possibly doing it.

I was wondering if you folks knew of any good books/literature/articles that talk about  starting a business from the finanical planning side.  Also, personal  insights as to costs/liabilities/headaches & heartaches are greatly appreciated.


~To do is to be  -Descartes

~To   be is  to do - Plato

~Do be do be do - Sinatra

Jun 17, 2007 11:15 pm

If you want to be a financial planner, I suggest you get a copy of "How to sell something that absolutely noone will ever want to buy, ever."

Another one to look at is "How to transition from being a winner at AGE to being a loser financial planner."

Jun 17, 2007 11:37 pm


I use FP loosely.  Just say going INDY...forget the FP....any help from folks is  appreciated.

Jun 18, 2007 1:18 am

Charlie Schwabb runs a series of informational webinars about going independent. I imagine that they tend tostress the sort of business model that would include using Chas. as custodian of your aaccounts bt they may be broader and they may give you some guidelines as to what to expect.

If I were you, I'd try like heck toget to set up a Finet branch. If for no other reason than it's a flick of a switch and your clients are repapered to the Finet system.

I don't know what the policy is going to be about going Finet Indy, but I will say, from what I can tell, it has some real advantages over the competition! It'd be a shame if they don't have some mechanism for you to step into it (if you're going indy anyway).

Jun 18, 2007 2:01 am


I use FP loosely.  Just say going INDY...forget the FP....any help from folks is  appreciated.[/quote]

PB, I've recommended Robert Fragasso's book on these boards many times.  You can buy it at (assuming that I spelled/remembered that right) and you should read it cover to cover before you start your move.  It is an excellent primer on going independent and running your own business and it was written by a guy who does exactly what we do...