In this month’s special episode, I’m turning the spotlight inward to share my personal story – a journey from the traditional financial advising world to building my own independent Registered Investment Advisory (RIA) firm. This candid conversation will explore what it took to leave a captive environment with product requirements and create a practice that truly puts clients first.
What You’ll Hear About:
- My early career in the financial advisory space under the umbrella of a large insurance company.
- The pivotal moment that led me to walk away from a model driven by quotas and proprietary products.
- The challenges and rewards of launching an independent RIA focused on client-first fiduciary advice.
- Insights and lessons from co-authoring Broken Dealer, an Amazon best-seller that reveals the structural flaws of the traditional model – and how advisors can break free.
If you’ve ever considered going independent – or just want to understand the “why” behind the movement – this is a webinar you won’t want to miss.
Tune in and be inspired to redefine what’s possible in your advisory career.
