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5min 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
Introduction
This chapter explores the challenges and considerations of choosing the appropriate business structure for financial planners in today's environment, including options like BD, IBD, RAA, IAR, hybrid, and boutique. The guest, an attorney turned CFP, shares valuable insights on transitioning and upcoming episodes will further discuss starting an independent practice.
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