If you want to be a financial planner, I suggest you get a copy of "How to sell something that absolutely noone will ever want to buy, ever."

Another one to look at is "How to transition from being a winner at AGE to being a loser financial planner."

BH...

I use FP loosely.  Just say going INDY...forget the FP....any help from folks is  appreciated.

Charlie Schwabb runs a series of informational webinars about going independent. I imagine that they tend tostress the sort of business model that would include using Chas. as custodian of your aaccounts bt they may be broader and they may give you some guidelines as to what to expect.

If I were you, I'd try like heck toget to set up a Finet branch. If for no other reason than it's a flick of a switch and your clients are repapered to the Finet system.

I don't know what the policy is going to be about going Finet Indy, but I will say, from what I can tell, it has some real advantages over the competition! It'd be a shame if they don't have some mechanism for you to step into it (if you're going indy anyway).

[quote=PinBroker]BH…

I use FP loosely.  Just say going INDY...forget the FP....any help from folks is  appreciated.[/quote]

PB, I've recommended Robert Fragasso's book on these boards many times.  You can buy it at www.fragassogroup.com (assuming that I spelled/remembered that right) and you should read it cover to cover before you start your move.  It is an excellent primer on going independent and running your own business and it was written by a guy who does exactly what we do...