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

Jul 12 2023 • 25 mins

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!

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