GoingIndie.com: On course of independence

As we enter the New Year and a new decade,  I wanted to share this great e-book from Seth Godin called “What Matters Now”.   I do believe that “Big thoughts and small actions make a difference”.
You can download here for free.

GoingIndie.com wishes everyone a Happy, Healthy and Prosperous New Year!
As you may have noticed, we have not been actively posting on our blog. For the past several months we have been working on a new web site/service that is geared towards independent firms (both RIA and IBD) that want to grow by adding experienced advisors [...]

Interesting article from RIAbiz.com .
http://riabizdev.appspot.com/a/16005

According to Discovery Database, the number of wirehouse reps who changed firms increased to 1043 in June, from 655 in May and 20% of those reps moved to independent broker dealers.  For those who have made the move to independence, congratulations!
We invite you to visit (or revisit) our article on www.GoingIndie.com, “Surviving On Indie Island” [...]

Happy 4th of July to all!
For those financial advisors who may be considering declcaring their own independence one day, please check out our article “Building a Foundation for Independence” on www. GoingIndie.com.

By Victoria Bowen
So, you’re considering going independent. And like all intelligent people considering a major move in life, you’re weighing the pros and cons. But what about the “prons”-those perceived pros that have hidden cons tucked inside, and, likewise, short-term cons that have pro potential? The truth is you need to consider the prons, too, [...]

Analogies are often used when describing the process of Going Independent.  Although the “road” or “path” to independence is most commonly used, we decided to buck the trend and compare Going Independent to Golf.
We used the golf motif on our web site www.GoingIndie.com as well as in our booklet “On Course for Independence” (which serves [...]

For the past few years, our consulting business (Bowen Enterprises LLC) has focused on the growing niche of wirehouse advisors considering Going Independent.  Our web site www.GoingIndie.com was launched as a resource to financial advisors considering making the move to independence by providing information, articles and tools.
This blog will focus on the many factors and [...]