Posts by Patrick Tucker

Why Your Coach Should Be an Advisor

Why Your Coach Should Be an Advisor

Are you ready to take the next step in your career as a financial advisor by either leaving your broker-dealer to go independent or making your already established independent firm more profitable? One of the keys to taking whatever the next step in your journey might...
Leave Your Broker-Dealer to Start Not to Join

Leave Your Broker-Dealer to Start Not to Join

Advisors, have you been wanting to leave your broker-dealer? You’re certainly not alone. Many advisors I talk to and work with have been getting increasingly frustrated with the restrictions and conflicts of interest that come with working for a large company. If...