Oct. 12, 2020

Start Up - Going Independent - Panel Discussion

Start Up - Going Independent - Panel Discussion

Katie MacDonald, Jake Northrup, & Brad Wright

Over the last year, these three advisors have made the decision to break out on their own to form independent Registered Investment Advisor firms.  In this discussion, learn about factors contributing to their decision, their due diligence, business models, and how they have flourished in the midst of COVID.  This episode will be of great interest to any advisors considering going independent.

LinkedIn: https://www.linkedin.com/in/jakenorthrup/ , Twitter: @eywealth , Facebook:  https://www.facebook.com/experienceyourwealth

 

LinkedIn: https://www.linkedin.com/in/bradleyonair/ , Twitter: @BradleyOnAir , Facebook: https://www.facebook.com/bradleyonair

 

Facebook: @MacDonaldWealthManagementLLC or https://www.facebook.com/MacDonaldWealthManagementLLC 

Facebook: @FinanciallyFitwithKatie or https://www.facebook.com/FinanciallyFitwithKatie

YouTube Channel:  https://www.youtube.com/channel/UCutOIFrpO7XwUsp4Q0lFPsA 

 

FPA Facebook: @FinancialPlanningAssociation

FPA Twitter: @fpassociation

FPA LinkedIn: @financial-planning-association

 

Facebook: https://www.facebook.com/Asset-Management-Resources-LLC-127731740611374 

Twitter: @SMoreChrisBoyd, @AssetMgmtRsrcs

LinkedIn: https://www.linkedin.com/in/j-christopher-boyd-cfp®-b932169https://www.linkedin.com/company/asset-management-resources-llc/