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
Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.
Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.
