Click below the image above to listen to the podcast.
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 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.
Related: Why So Many Advisors Find Independence Attractive
Mindy will offer the following: