Stories of Independence: After going independent, advisor Brett Sharkey of Three Bridge Wealth Advisors has more freedom in how he spends his time
[GRAPHIC] Stories of Independence
[GRAPHIC] How Brett Sharkey of Three Bridge Wealth Advisors has more time to focus on what matters most
One of the true benefits of being an independent advisor and a firm owner is how you use your time. And our time now is much more deliberate than it was. You have the luxury of being able to design your own schedule and really be free from anyone else telling you what to do. We can spend the time on our business and create a practice that is exceptional. We can spend the time with our clients to make sure that we are doing everything that they need us to do, and hopefully, a little bit more. At the same time, it gives us the ability to be deliberate and have meaningful experiences & meaningful time with our families. We’re not spending any time with anything that we deem is a waste. When you have the freedom and flexibility to dictate your day – that’s independence.
[GRAPHIC – DISCLOSURES]
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