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.

How Independent Advisors Can Get (and Keep) a Mentor

I’ve talked a lot in my blogs about the value of having multiple mentors to help you achieve success as an independent advisor. I truly believe that no man is an island and that to get to the top of the game, you need to work with others along the way. Though I’ve...

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Independent RIA vs Broker-Dealer: What’s the Difference?

Being a financial advisor is one of the most rewarding careers you can get in to. Believe me, I’ve been doing it for over 17 years and I truly get the chance to change lives on a regular basis. However, what I’ve also learned from my years in the business is that not...

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Perks of Being an Independent Advisor

I’ve been an independent financial advisor for many years now, and I still find new benefits on a regular basis of being in this industry and being this type of fiduciary. If you’re on the fence about whether you should become an advisor or should leave your big firm...

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Helping Your Clients Determine Their True Retirement Age

Everyone ‘knows’ the typical retirement age is 65, right? Do you find that many of your clients continue to cling to that age, even if it’s not advisable – or possible – for their unique situation? As a fiduciary and true financial counselor, it’s your job to help...

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