Do You Have The "Right Stuff" for Independence?

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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:

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