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.

Don’t Create a To-Do List: Create a What NOT to Do List

Don’t Create a To-Do List: Create a What NOT to Do List

One of the perks of being an entrepreneurial independent advisor is that you get to do things the way that best suits your needs. But just because you can doesn’t mean that most advisors will set up systems that capitalize on their strengths and effectively manage...

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How Independent Advisors Can Get (and Keep) a Mentor

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?

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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