Road to Independence

  • In Review Season, More Clients Say They Don’t Need One

    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.

  • Assessing Custodians: My Way Along the Road

    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...

  • The Taste of Independence

    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...

  • The Long and Winding Road

    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...

  • Bloomsday

    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...

  • Up and Out

    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...

  • Week 1 of Independence

    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...

  • Plotting Your Course

    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...

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