Ep #93: The Path from Commission to Hybrid to Fee-only - An Interview with Sean Kernan
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Being an independent advisor is\\xa0often the second, third, or even fourth stop in many advisors\' careers. Sean Kernan, independent RIA owner and host of the How to Go Independent podcast, joins us today to talk about\\xa0what the transition from employee advisor to independent business owner looks and feels like.
Sean talks about his time as a broker dealer for Edward Jones at the beginning of his career and how he slowly built a more independent business model over time.\\xa0We also dive into some\\xa0of the nitty gritty details of broker dealers and debate\\xa0the best way of dealing with trails and moving your book of business as you become more independent. \\xa0
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/93
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