Feeling the Heat

Okay, I have heard you loud and clear, especially the wirehouse advisors. As more and more discussion occurs in the financial news about which banks and investment firms are going to keep their doors open, your phone calls and emails have voiced that advisors want to know how to go independent or take charge of their practice if they remain in the wirehouse environment.

I have no problem fulfilling your requests to write more blogs, but you can help me out. Post comments here about topics you want me to discuss, instead of asking when is my next blog. I want to make sure we at fiSMART are making a difference for you.

By the way, we do have a DVD series about Going Independent as a financial advisor. It is a step by step analysis and execution to make sure that going independent is right for you. This seems to be a major topic these days. We've been there and done that, as the saying goes, and you can learn from our mistakes as well as our successes.

Click here to see this DVD