In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Investment Advisor (RIA) firm. He shares candidly about the challenges he faced, the pivotal decision to break away from the traditional model, and how he now helps other financial advisors find their own freedom. If you're a financial advisor feeling limited by your current setup, Freeman’s story will inspire you to consider new opportunities and purpose-driven strategies.

Key Takeaways:

• Understanding the true cost of operating your practice can be eye-opening for advisors considering the RIA model.
• Starting an independent RIA offers more control, enabling advisors to provide comprehensive services like tax and estate planning.
• Focusing on a specific niche, allows advisors to attract ideal clients and build stronger relationships.
• A unique website and solid SEO strategy can consistently bring in clients without relying on cold outreach.
• Managing time effectively and delegating tasks are critical to growing your advisory practice.

Freeman Linde: "If you can't find it, and you can't join it, then build it....It's not as scary as people make it out to be."

Rob Brown: "What kind of business and life do I really want? If you don’t stop to ask that question, you’re making a huge mistake."

About Freeman Linde: Freeman Linde is a Certified Financial Planner, licensed Tax Advisor, speaker, and author. He co-founded La Crosse Financial Planning, a Wisconsin-based RIA managing nearly $50 million in assets for 73 households. In addition to running his own RIA, Freeman also operates AccelRIA, a business designed to help other advisors become RIAs by utilizing the tools and paths he has developed throughout his career. Freeman specializes in helping clients over age 50 retire successfully and stay retired. He authored 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others and hosts the RetireMentorship and AccelRIA Podcasts.

Connect with Freeman Linde:

Websites: https://lacrossefinancialplanning.com/ & https://accelria.com/

LinkedIn: https://www.linkedin.com/in/freemanlinde/

RetireMentorship Podcast: https://podcasts.apple.com/us/podcast/retirementorship/id1543064515

AccelRIA Podcast: https://podcasts.apple.com/us/podcast/accelria/id1759379763

Episode References:

• Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

Website: http://truestfan.com/

LinkedIn: https://www.linkedin.com/in/truestfan/

YouTube: https://www.youtube.com/@truestfancoaching

Facebook: https://www.facebook.com/truestfan