Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP®

Episode notes

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bill Dougherty, CFA®, CFP®, Wealth and Portfolio Manager at Main Street Financial Solutions. Bill is an independent advisor with over 22 years of experience in the financial services industry. Join us as we discuss: How and when to add resources as an independent advisor How being an independent fiduciary adds value for clients A simple formula for achieving financial independence Common traits among successful advisors Bill Dougherty, CFA®, CFP®, has more than 22 years of experience in the financial services industry. Based on his deep knowledge of investments and capital markets, he firmly believes that investments are the keystone of financial independence. Before joining the JJM Financial Group and Main Street Financial Solutions , Bill held leadership roles at Hartford Funds, Charles Schwab, Chartwell Investment Partners, and Delaware Investments. In 2011, he was named Rising Star of Mutual Funds by Institutional Investor. If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts.

• Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®56 / 100
• The Willingness to Do More with Jeremiah Dellas55 / 100
• The Art of Building Client Relationships: Insights from Michael D'Aquila59 / 100
• The Neuroscience of Conversations with Mary Schmid82 / 100
• Advising Influencers, NIL Athletes, and Women with Madison Broyles76 / 100