Going Independent

"Going Independent" is a detailed guide for financial advisors aiming to transition from traditional platforms to establish their own independent RIA. Drawing on over forty years of industry experience, Christopher F. Poch provides practical advice, step-by-step checklists, and real-world examples to navigate the complex process of launching and growing an independent practice. The audiobook covers key topics like business model control, client experience, legal considerations, and branding, offering a comprehensive roadmap for advisors seeking greater autonomy and long-term success.