Mentoring Financial Advisors to Entrepreneurial Freedom

Learn more from Patrick Tucker about good investment strategies, tips, and advice on living a more financially fulfilling life in this informational blog.

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...

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5 Steps to Stop Working for a Broker-Dealer

5 Steps to Stop Working for a Broker-Dealer

Do you work for a broker-dealer? The definition of a broker-dealer is a firm that buys and sells securities for its own account or on behalf of its customers and, in the U.S., usually refers to stock brokerages. If you’re familiar with my business, you know that its...

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3 Reasons Why You Should Pay Yourself First

3 Reasons Why You Should Pay Yourself First

Did you know that the average entrepreneur only pays himself around $50,000 a year? While this is a decent income, it’s likely not the number you had in mind when you decided to go into business for yourself. One of the perks of being an independent advisor is that...

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5  Tips to Grow Your Advisor Business in Bad Times

5 Tips to Grow Your Advisor Business in Bad Times

There will be many challenging times during your journey as an independent financial advisor. Some of those may be related to the economy or the market, while others, such as the recent pandemic, will be crises we never really see coming. The most successful advisors...

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