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24min chapter
165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
The Efficient Advisor: Tactical Business Advice for Financial Planners
Exploring Business Structures in the Financial Advisory Industry
In this chapter, the speakers discuss the different types of business structures in the financial advisory industry, including independent, hybrid, and broker-dealer affiliations. They share their personal experiences and highlight the advantages of owning your own registered investment advisor (RIA). The chapter also touches on compliance issues and options for young advisors.
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Discover
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