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Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

CHAPTER

How Do You Find Study Groups?

When you become an independent advisor, you can still do well, be successful, but also pick and choose the type of life and practice that you want for yourself. The low point on this journey really for me was the struggles that I had starting off and not finding mentors that looked like me. "Our industry is still needs a lot of improvement in diversity, right? And that's that's something that I'm working hard to see how we can help change that"

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