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By Mike Patton |
January 16, 2013
On the sixth anniversary of traveling my Road to Independence as an RIA, what I’m saying to clients, and what they’re saying to me.
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By Mike Patton |
April 6, 2009
It seems as though there's a lot of interest in custodians, so I thought I'd write a little more about my decision to join Trade...
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By Mike Patton |
March 25, 2008
As I approach my first anniversary of independence I think back and consider the ups and downs I've experienced. For those of you in a...
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By Mike Patton |
November 1, 2007
Six months have passed since I became an independent advisor and it has proved to be a very interesting period, to say the least. At...
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By Mike Patton |
September 1, 2007
This is the third of four articles, with an accompanying blog at www.investmentadvisor.com, describing the Road to Independence that will be traveled this year by...
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By Mike Patton |
June 1, 2007
There's a big difference between imagining independence and being independent. In the first few months of my new life as an independent advisor, I've had...
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By Mike Patton |
April 5, 2007
This week I secured my first financial planning engagement. I'm excited about the prospects going forward. Every day I become more convinced that as advisors...
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By Mike Patton |
April 1, 2007
As I write these words, I'm filled with excitement. Excitement about the new journey I am taking--one that many of you have already traveled and...