This episode is a curveball from the typical topics we discuss, as I wrote this one for other financial advisors rather than retirees.

We talk about some of the benefits to starting your own firm, what niche you'd like to serve, how many clients fit on your "bus," what technology makes sense, if the term "fee-only" is necessary, and much more.

If you are not a financial advisor, perhaps this is a bit of a "peek behind the curtain" into some of the thoughts that go into starting a financial firm.

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