Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
http://radicalpersonalfinance.com
334-How & Why to Go Independent as a Financial Advisor: Interview with Financial Advisor Sean Kernan
Ever wondered what the actual practice models are for financial advisors? Today, I've invited Sean Kernan on the show to talk about the inside business of financial advice.
Sean is a financial advisor who started his career at the large wirehouses and later transitioned to be independent.
Since then, he's started a website and podcast to help other advisors called "How to Go Independent."
If you'd like to listen in on two financial advisors discussing what the industry is actually like on the inside, enjoy this show!
Joshua
- Sean's site: http://howtogoindependent.com/
- Support RPF on Patreon! www.radicalpersonalfinance.com/patron