Before playing the game, you need to have a game plan. As Advisors, we already know by now that the best way to go into something with confidence, is by having a solid plan. Now that you’ve decided to go independent, it’s your turn to plan for yourself.
For today’s episode, we will be sharing the 7 important things we’ve learned when we were beginning our own independent paths in this industry. We’re sharing crucial information on what you actually need and what you don’t need to help save your time, energy, and more importantly, your finances.
As our allies in this industry, we want to be of help to you as you begin this new chapter in your career – to give you the confidence boost that you need. It won’t be easy, but you will be more confident and sure when you enter the business knowing what to do and having a plan.
Listen to this episode, reflect on the points, create your plan, and whenever you’re ready, jump on it when the time is right for you!
>> Figure out what your non-disclosure is with your previous firm
>> Giving your business a Financial Runway
>> Partnering with Compliance Professionals
>> Envision your best practice
>> Configuring your tech stack
>> Track your daily activities
>> Finding your Community
Connect with Emlen:
>> LinkedIn: www.linkedin.com/in/emlen-miles-mattingly
>> Instagram: @emilesmattingly
>> Facebook: @gennextwealth
>> Website: www.gennextwealth.com/meet-the-team/
Connect with Dasarte:
>> LinkedIn: www.linkedin.com/in/dasarte-yarnway-b3b39443
>> Instagram: @dasarteyarnway
>> Twitter: @DasarteYarnway
>> Website: www.//altruist.com/
Connect with Shaping Wealth:
>> Website: www.shapingwealth.com/
>> Instagram: @shapingwealth
>> LinkedIn: www.linkedin.com/company/shaping-wealth/
>> Twitter: @shapingwealth
In case you missed it, listen to this episode with Chelsea Ransom-Cooper CFP® - Providing Compliance Solutions https://alliesoftheindustry.captivate.fm/episode/providing-compliance-solutions-with-scott-gill
Connect with Onyx Advisor Network:
>> LinkedIn: www.linkedin.com/company/onyx-advisor-network/
>> Twitter: @OnyxAdvisors
>> Website: www.onyxadvisornetwork.com
>> Jason Wenk Episode 1: Becoming a Committed Financial Advisor with Jason Wenk
>> Altruist website: altruist.com/product
>> Scott Gill MBA, IACPP® : synergyriacompliance.com
Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry.
Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all minorities!
Join our comprehensive entrepreneurial support platform for underrepresented financial advisors at Onyx Advisor Network www.onyxadvisornetwork.com