Should You Go Independent? Ask Yourself This First.

Thinking about going independent?In this episode of Advisor Turntable, Brendan Ryan sits down with Tricia Brady, AssetMark business consultant and author of Dance to Independence, to discuss what advisors should know before making the leap.Tricia talks about:• Misconceptions about going independent• Why "the payout" is the wrong reason to make the move• Compliance and operational considerations• The mindset shift from advisor to business-owner needed to succeed• Mistakes advisors make during the first 12-18 months• The role of AI, marketing, and advisor brandingThe conversation also explores another major trend shaping the industry: the historic transfer of wealth to women. Tricia explains why so many widows leave their financial advisor after a spouse passes away and shares practical ways advisors can build stronger relationships with both members of the household before that transition occurs.Whether you're evaluating independence or looking to future-proof your practice, this episode offers actionable insights from someone who has helped advisors navigate both for decades.This material is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of securities nor does it constitute investment advice for any person or a recommendation to take any action. Investment themes and individual securities mentioned may or may not be held in any or all client accounts. The material may contain forward or backward-looking statements regarding intent, beliefs regarding current or past expectations. The views expressed are subject to change based on market and other conditions. The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.Some of our podcast guests may be clients. There was no compensation exchanged for their participation.