This episode on YouTube: https://youtu.be/974T8hcG9U0

In this episode of the Last Paycheck Podcast, CFP Professional Rob Hoxton and financial advisor Jimmy Sutch dive deep into one of the biggest questions in financial planning: Should you work with a big brand or a local independent firm?

Drawing on their personal experiences within both large organizations and independent practices, the hosts break down the advantages and challenges unique to each. They discuss how decision-making, compliance, client focus, and fiduciary responsibilities differ between these environments, shedding light on crucial considerations like conflicts of interest, community accountability, and the evolving landscape of independent advisory firms.

Whether you're just starting to look for a financial advisor or considering switching, this episode offers practical insights rooted in decades of experience. Don't miss this candid conversation designed to help you retire and stay that way with confidence.

☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com

🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation

Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it's excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.