There is a lot of talk about buying and selling advisory practices, but what if you're not ready to sell? There are other ways to get value from your business as you get older. I'll talk about your options in this episode.  

Going from employee to independent advisor, you may find you have to take care of some details you're not used to dealing with. We cover those in this episode.

I often talk about the flexibility and freedom inherent in being an independent financial advisor; this episode goes into what that freedom really gets you.

A lot of independent advisors use virtual assistants as part of their business. In this episode, I'll discuss the reasons to consider using remote/virtual assistants in your practice. 

Starting completely from scratch seems overwhelming, so some advisors sign up for fully bundled solutions when they go independent. I discuss the pros and cons of that approach in this episode.

You've made the decision to go independent, now you are trying to optimize your timing. In this episode we talk about the best times to make a move.

When you are making the move to independence, you are learning a lot of new things at once. If you can find someone to help you open accounts and process transfers, you can take a lof of pressure and labor off yourself (and your assistant if you have one). In this episode I talk about things to look for when finding a transition team.

If you have been in an employee firm your whole career, RIA and B/D may be familiar but still somewhat foreign concepts to you. We briefly describe what each is and answer a listener's question about whether or not he setup his own.

If you set up your own business, but none of you clients come with you---well, then you don't have much of a business. In this episode, we review the some factors that have a correlation with client retention in a move to independence.

When you are making a firm change, it is a natural time to question your business model and consider making changes you would like have in place for the future. This episode discusses the pros and cons of making a change in business model at the same time...