by Patrick Tucker | Dec 23, 2020 | Success
Have you left your large broker-dealer to start your own independent advisory business? If you have, you’ve taken the first steps to building a company that allows you to serve your clients in the way you see fit and create a legacy for yourself. Congratulations! But...
by Patrick Tucker | Jul 13, 2020 | Success
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...
by Patrick Tucker | May 13, 2020 | Success
In this new environment, it’s likely that none of you reading this are holding traditional meetings any longer. Gone are the days (temporarily) where large groups of people would gather in conference rooms or at restaurants to present ideas, brainstorm, or create...
by Patrick Tucker | Aug 28, 2019 | Investing, Success
You all know by now that I am a huge advocate of leaving the big firms behind and starting your own entrepreneurial advisor business. I know, it can be a frightening prospect – especially if you’ve always worked for someone else and had a steady paycheck. However, as...
by Patrick Tucker | Jan 10, 2019 | Success
Reading is not only one of my favorite hobbies, but it’s also one of my top keys to success as an independent advisor. As a lifelong learner, I find I gain the most knowledge, wisdom, and insights out of reading books and I make sure to reserve time each day to devote...
by Patrick Tucker | Nov 29, 2018 | For Financial Advisors, Success
Hey independent advisors, how was your 2018? Not as good as you wanted it to be? Not good at all? It happens, and there’s nothing you can do about it now. What I do want you want to do, though, is figure out how to turn it all around in the new year. Whether your...