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Are You Really Independent?

Setting a Different Standard for Relationships: Independent vs. Interdependent by Founders Financial — Building a business and navigating the path toward your own freedom and dreams is an incredible feat that only so many people have the opportunity to experience. You had the vision and bravery to heed that independent calling, while many others — for any […]

Founders Financial

Welcome to NLC 2023!

by Founders Financial — We are thrilled to announce that the National Leadership Conference (NLC) for 2023 is set to kick off this week in sunny Naples, Florida — a truly breathtaking site with white sand beaches and world-class amenities for all to enjoy. This eagerly anticipated event promises to be the highlight of the […]

Founders Financial

Delegating Administrative Responsibilities: A Solution for Prioritizing Relationships and Scaling Your Enterprise

Balancing Administrative Responsibilities and Relationship Building in Your Enterprise by Founders Financial — You love helping people! It’s likely (and hopefully) one of the main reasons you love what you do and the advisory business you’ve created. However, along the way, the reality of running a successful practice – and all that entails – became […]

Founders Financial

The State of the Independent Advisor and Broker-Dealer Relationship

by Brad Shepherd — I’ve spent nearly 25 years working with independent financial advisors. The work our industry does to help people, families, and communities is astounding — all driven by independent financial advisors and their commitment to the relationships they serve. However, when I take a step back and look at the relationship between […]

Brad Shepherd
Chief Executive Officer, CHFC
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