In this special Fourth of July episode, John Kailunas II and Don Carlson discuss the importance of independence, both in the context of the holiday and in the financial advisory industry. They explore key elements that independent advisors should consider, including building the right team, effective marketing strategies, understanding true independence, leveraging technology, and ensuring client privacy. The conversation emphasizes the value of community and support in achieving success as an independent advisor.
If you would like to be a guest
Podcast Closing
