))
For Advisor By Advisors - Interview with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services - What do Financial Advisor Business Setups Look like? What is the Best Way to Move Forward?
Manage episode 371176605 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we talk with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services. We go over the different business structures advisors use to go independent, what happens when you bring new partners in, what happens with breakups and the effects on the partnership during those trying times. We also go over the new buyouts that are taking place. Steve dives into what are the main points to being successful when starting out and keeping things simple. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Chapters
1. For Advisor By Advisors - Interview with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services - What do Financial Advisor Business Setups Look like? What is the Best Way to Move Forward? (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:15:30)
3. (Cont.) For Advisor By Advisors - Interview with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services - What do Financial Advisor Business Setups Look like? What is the Best Way to Move Forward? (00:16:11)
85 episodes
Share
