We sometimes get this question (in so many words) from people we speak with who want to know what independence truly means for a financial advisor. So - in this episode - we discuss the key vendors we are truly dependent on for technology, operations, and legal/compliance. We also articulate how the services we contract with these vendors for don't inhibit our independence in how we offer service and advice to clients (though we certainly need them to keep the lights on and to stay up to date within the myriad of compliance processes and regulations we're beholden to!).

Contact: [email protected]

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

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