A podcast to help wirehouse/employee financial advisors learn more about independent business models.
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The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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Buying a Book ORIGINAL RELEASE - OCT 31, 2020 Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Original Release - JAN 06, 2022 Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan, Advisor Resource Council
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan,
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan,
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan,
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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If you have thought about buying another practice to grow yours, you may wonder what exactly needs to happen when you find a seller. If you are considering independence, the opportunity to do this is a massive advantage to the business model compared to being an employee. I have done several of these transitions and am working on another potential …
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan on Using freedom to help extended family
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan on Goldman Sachs buying an RIA
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan on The Most Important Question to Ask Yourself
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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I believe there's a huge problem with the way financial planning is currently practiced by most advisors. Because it's just not reality for regular people.
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Why is it so hard to plan for the future ? Even when we are talking about fun stuff why is so hard to visualize it?
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If there was one thing I could fix that would help every family in Canada make the most of what they have, do you know what that would be? This is the link to Larry Elford’s YouTube video including Ed Clark, a recently retired head of TD Bank, talking about dysfunctional greed cultures without a moral compass in business. https://youtu.be/23xWWsGp6…
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.توسط Sean Kernan
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HTGI 086: Enjoying the benefits of independence--Jim Webb update (2 years in)
1:00:06
1:00:06
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:00:06
Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
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Summary Making a decision to go independent--or any change of firms--should NOT be done lightly. Here are some thoughts on how to frame your research process when looking at potential places to establish your own business. Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.…
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Summary Ashley Hodge, an independent financial advisor in the Fort Worth area, talked about his path to the independent channel. Ashley describes two drastically different transitions in his career, and also breaks down how he has lowered his overhead after going independent. In this episode you will learn.... How moves from a wirehouse to another …
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HTGI 071: A long time successful Level 8: Edward Jones advisor's journey to independence, part 5 of 5
49:18
Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
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HTGI 070: A long time successful Level 8: Edward Jones advisor's journey to independence, part 4 of 5
44:44
Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
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HTGI 069: A long time successful Level 8: Edward Jones advisor's journey to independence, part 3 of 5
45:41
Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
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HTGI 068: A long time successful Level 8: Edward Jones advisor's journey to independence, part 2 of 5
27:07
Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his…
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HTGI 067: A long time successful Level 8: Edward Jones advisor's journey to independence, part 1 of 5
22:15
Summary Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months a…
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As an employee advisor, you may be given some staff help---but is it the RIGHT staff help? As an independent advisor, you get to choose who and how people work for you. Here are two examples of people that work for me and how they've made my business (and life!) better. Related Links (interviews with some of our "right people on the right seats"): …
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