On Course for Independence
Considering
Going Independent?

For a no obligation consultation and copy of our booklet
“On Course for Independence”

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On Course for Independence

For many experienced financial advisors, Going Independent is becoming an attractive option for those looking to build on their successful practice and gain more freedom, control, and ownership of their business. Going independent requires a great deal of planning, hard work and commitment. This site was created to provide timely and practical information on Going Independent and all that's involved in the process. The site will feature articles, tools and other resources including one on one consulting services which we hope will inform, educate and inspire those who visit.

 

What would you
do if you knew
you could
not fail?

 

Surviving On Indie Island

You’ve done your homework. You’ve made a plan. And, finally, you made the leap to independence. But what you probably weren’t expecting was the landscape on the place you landed. Do you feel your solo practice is on a remote, deserted island with no friendly faces in sight? It doesn’t have to be like that.

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Going Independent: The Pros, Cons and "Prons"?

So,you’re considering going independent. And like all intelligent people considering a major move in life, you’re weighing the pros and cons. But what about the 'prons'- those perceived pros that have hidden cons tucked inside, and, likewise...

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Recommended Reading

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber

Starting Your Own Practice: The Independence Guide for Professional Service ProvidersStarting Your Own Practice: The Independence Guide for Professional Service Providers by Robert Fragasso