EP 2: How to Determine if You’ve Got the “Right Stuff” for Independence

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Mindy DiamondIndependence is not for every advisor. Here’s how to strategically determine if it’s the right 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 determine if the model is right for you. She shares a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.

Mindy offers 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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