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Katie MacDonald, Jake Northrup, & Brad Wright
Over the last year, these three advisors have made the decision to break out on their own to form independent Registered Investment Advisor firms. In this discussion, learn about factors contributing to their decision, their due diligence, business models, and how they have flourished in the midst of COVID. This episode will be of great interest to any advisors considering going independent.
LinkedIn: https://www.linkedin.com/in/jakenorthrup/ , Twitter: @eywealth , Facebook: https://www.facebook.com/experienceyourwealth
LinkedIn: https://www.linkedin.com/in/bradleyonair/ , Twitter: @BradleyOnAir , Facebook: https://www.facebook.com/bradleyonair
Facebook: @MacDonaldWealthManagementLLC or https://www.facebook.com/MacDonaldWealthManagementLLC
Facebook: @FinanciallyFitwithKatie or https://www.facebook.com/FinanciallyFitwithKatie
YouTube Channel: https://www.youtube.com/channel/UCutOIFrpO7XwUsp4Q0lFPsA
FPA Facebook: @FinancialPlanningAssociation
FPA Twitter: @fpassociation
FPA LinkedIn: @financial-planning-association
Facebook: https://www.facebook.com/Asset-Management-Resources-LLC-127731740611374
Twitter: @SMoreChrisBoyd, @AssetMgmtRsrcs
LinkedIn: https://www.linkedin.com/in/j-christopher-boyd-cfp®-b932169 ; https://www.linkedin.com/company/asset-management-resources-llc/
