The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs and how he ended up where he is today. From the details of working under an umbrella RIA to the details of owning his own RIA, Taylor has a lot of insight to share.
You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/134
Behind The Advisor