Breaking Free: How I Chose the Independent RIA Path

In this month’s special episode, I’m turning the spotlight inward to share my personal story – a journey from the traditional financial advising world to building my own independent Registered Investment Advisory (RIA) firm. This candid conversation will explore what it took to leave a captive environment with product requirements and create a practice that truly puts clients first.

What You’ll Hear About:

• My early career in the financial advisory space under the umbrella of a large insurance company.

• The pivotal moment that led me to walk away from a model driven by quotas and proprietary products.

• The challenges and rewards of launching an independent RIA focused on client-first fiduciary advice.

• Insights and lessons from co-authoring Broken Dealer, an Amazon best-seller that reveals the structural flaws of the traditional model – and how advisors can break free.

If you’ve ever considered going independent – or just want to understand the “why” behind the movement – this is a webinar you won’t want to miss.

Tune in and be inspired to redefine what’s possible in your advisory career.