In episode 9 of Thinking Independently, Conor Delaney and Nick LoPresti discuss the journey of financial advisors transitioning to independence. They explore the common characteristics of advisors who make this leap, the importance of understanding client experiences, and the balance between confidence and humility in leadership. The conversation emphasizes the need for advisors to break free from constraints, embrace growth, and adapt to feedback to enhance their practices and client relationships.

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