Advisor Turntable Podcast: Episode 6

Going independent can be a great move.

It can also be an expensive mistake.

Independence isn’t right for everyone. You need to understand your why. 

In this episode of Advisor Turntable, Brendan Ryan speaks with Tricia Brady, AssetMark business consultant and author of Dance to Independence, about the realities of launching an independent advisory firm.

The discussion covers everything from the mindset shift required to move from advisor to business owner to compliance and operations. 

Tricia and Brendan also explore a massive opportunity facing advisors today: the historic transfer of wealth to women and the importance of building relationships with both members of the household.

Listen now for practical guidance from an industry veteran. 

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