Stephen Taylor, JD, CFP
Attorney turned Certified Financial Planner
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Jan 30, 2024 • 44min
165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
Stephen Taylor, JD, CFP, attorney turned Certified Financial Planner, shares insights and experiences on business structure transition in the financial planning industry. Topics include compliance, technology, portfolio management, and commission trails. The conversation emphasizes thinking about a transition without being overwhelmed by the operational side.
