Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core … read more
Ever wondered what the actual practice models are for financial advisors? Today, I've invited Sean Kernan on the show to talk about the inside business of financial advice.
Sean is a financial advisor who started his career at the large wirehouses and later transitioned to be independent.
Since then, he's started a website and podcast to help other advisors called "How to Go Independent."
If you'd like to listen in on two financial advisors discussing what the industry is actually like on the inside, enjoy this show!
Joshua
Educational
Interesting
Funny
Agree
Love
Wow
Are you the creator of this podcast?
and pick the featured episodes for your show.
Connect with listeners
Podcasters use the RadioPublic listener relationship platform to build lasting connections with fans
Yes, let's begin connectingFind new listeners
Understand your audience
Engage your fanbase
Make money