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.

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...

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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

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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