))
# 9 : 7 Things to go Independent with Confidence
저장한 시리즈 ("피드 비활성화" status)
When?
This feed was archived on December 01, 2023 04:08 (
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 349687170 series 3392532
Emlen Miles-Mattingly & Dasarte Dasarte Yarnway, Emlen Miles-Mattingly, and Dasarte Dasarte Yarnway에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Emlen Miles-Mattingly & Dasarte Dasarte Yarnway, Emlen Miles-Mattingly, and Dasarte Dasarte Yarnway 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Before playing the game, you need to have a game plan. As Advisors, we already know by now that the best way to go into something with confidence, is by having a solid plan. Now that you’ve decided to go independent, it’s your turn to plan for yourself.
For today’s episode, we will be sharing the 7 important things we’ve learned when we were beginning our own independent paths in this industry. We’re sharing crucial information on what you actually need and what you don’t need to help save your time, energy, and more importantly, your finances.
As our allies in this industry, we want to be of help to you as you begin this new chapter in your career – to give you the confidence boost that you need. It won’t be easy, but you will be more confident and sure when you enter the business knowing what to do and having a plan.
Listen to this episode, reflect on the points, create your plan, and whenever you’re ready, jump on it when the time is right for you!
Highlights:
>> Figure out what your non-disclosure is with your previous firm
>> Giving your business a Financial Runway
>> Partnering with Compliance Professionals
>> Envision your best practice
>> Configuring your tech stack
>> Track your daily activities
>> Finding your Community
Connect with Emlen:
>> LinkedIn: www.linkedin.com/in/emlen-miles-mattingly
>> Instagram: @emilesmattingly
>> Twitter:@emilesmattingly
>> Facebook: @gennextwealth
>> Website: www.gennextwealth.com/meet-the-team/
Connect with Dasarte:
>> LinkedIn: www.linkedin.com/in/dasarte-yarnway-b3b39443
>> Instagram: @dasarteyarnway
>> Twitter: @DasarteYarnway
>> Website: www.//altruist.com/
Connect with Shaping Wealth:
>> Website: www.shapingwealth.com/
>> Instagram: @shapingwealth
>> LinkedIn: www.linkedin.com/company/shaping-wealth/
>> Twitter: @shapingwealth
In case you missed it, listen to this episode with Chelsea Ransom-Cooper CFP® - Providing Compliance Solutions https://alliesoftheindustry.captivate.fm/episode/providing-compliance-solutions-with-scott-gill
Connect with Onyx Advisor Network:
>> LinkedIn: www.linkedin.com/company/onyx-advisor-network/
>> Twitter: @OnyxAdvisors
>> Website: www.onyxadvisornetwork.com
Resources Mentioned:
>> Jason Wenk Episode 1: Becoming a Committed Financial Advisor with Jason Wenk
>> Altruist website: altruist.com/product
>> Scott Gill MBA, IACPP® : synergyriacompliance.com
Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry.
Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all minorities!
Join our comprehensive entrepreneurial support platform for underrepresented financial advisors at Onyx Advisor Network www.onyxadvisornetwork.com
22 에피소드
공유
