The Myth of Independence in Financial Advice
Discover the truth about Independence in financial advice. Milemarker explores common myths and what true independence means for advisors and clients.
Kyle Van Pelt
CRO & Cofounder
Listen to this week’s episode.
"We actually are not in the independent space. We are in the dependent space. The actual, honest characterization of a relationship between advisors and firms is that we're dependent upon each other."
— Brad Shepherd
"What makes independent advisors great isn't their commodities. It isn't their investment management prowess or their cooler financial plan. It's them."
— Brad Shepherd
"Smart decisions about how you manage and run your business and the right partners to help you do it, using the tools that you now have to the best of their ability, drive the outcomes you seek."
— Brad Shepherd
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If you'd like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.
— Kyle Van Pelt
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