Episode 2: Blazing a trail to independence

The goRIA podcast with Jeff and Chuck kicks off with Phil Trueblood, managing partner at Trueblood Wealth, talking about the winding road toward becoming an independent registered investment advisor. Phil’s story of how he broke away from the brokerage channel to launch his own advisory practice took some unexpected turns that included being found out by his employer, forcing him to enter protocol, but the ultimate hurdle to getting the doors open on the new practice might have been a fire at his new office right before the big day. Like everything under the goRIA banner, this podcast is designed to be blueprint and evergreen resource for any advisor looking toward the path to independence.