The Mind Money Spectrum Podcast

#89. Are independent RIAs better? Here's what to consider first.

August 24, 2021 Aaron Agte and Trishul Patel Season 2 Episode 37
The Mind Money Spectrum Podcast
#89. Are independent RIAs better? Here's what to consider first.
Chapters
The Mind Money Spectrum Podcast
#89. Are independent RIAs better? Here's what to consider first.
Aug 24, 2021 Season 2 Episode 37
Aaron Agte and Trishul Patel

Why Aaron and Trishul chose to go independent.

In this episode, Aaron and Trishul highlight their career paths. They then discuss what led them to create independent advisory firms after joining the XY Planning Network. Trishul started by writing a financial blog before realizing he wanted to provide more individualized help. Aaron failed out of sales before joining another RIA as an employee for a decade. In preparing for partnership status, Aaron realized he wanted more control of how he wanted to help his unique clients. But in the end, it was lifestyle implications that led them both to going solo.

Episode References

Investing Forever - The Three Key Benefits of Sound Investment Management Advice
Investing Forever - Where should you turn to for advice?
Fee Only Network: Trishul Patel
Fee Only Network: Aaron Agte
Fee Only Network
XYPN
XYPN: Aaron Agte
FINRA BrokerCheck
Broker-Dealer
RIA

Podcast Description

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

Show Notes

Why Aaron and Trishul chose to go independent.

In this episode, Aaron and Trishul highlight their career paths. They then discuss what led them to create independent advisory firms after joining the XY Planning Network. Trishul started by writing a financial blog before realizing he wanted to provide more individualized help. Aaron failed out of sales before joining another RIA as an employee for a decade. In preparing for partnership status, Aaron realized he wanted more control of how he wanted to help his unique clients. But in the end, it was lifestyle implications that led them both to going solo.

Episode References

Investing Forever - The Three Key Benefits of Sound Investment Management Advice
Investing Forever - Where should you turn to for advice?
Fee Only Network: Trishul Patel
Fee Only Network: Aaron Agte
Fee Only Network
XYPN
XYPN: Aaron Agte
FINRA BrokerCheck
Broker-Dealer
RIA

Podcast Description

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.