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?

For Advisors By Advisors
12/07/2023 25 min Temporada 2 Episodio 22
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?

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Episode Synopsis

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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