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Starting your own practice- the independence guide for investment advisors, attorneys, cpas and other professional service providers, second edition Ebook

In the first edition of Starting Your Own Practice, Fragassoprovided the blueprint for professionals looking to go into business for themselves, from the decision to break free to the formation process and then to managing the business that was created. Starting Your Own Practice, Second Edition will repeat and refine those steps, incorporating Fragassos 15 additional years of practical experience and adding more depth on management considerations, transition to business maturity, and eventual profitable business succession. This second edition will also include alternative ideas on how to strike out on ones own, such as licensing of services and infrastructure to make the independence move quicker, easier to assimilate, and less costly.

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ISBN: 9781119723035 Categories: ,

Robert Fragasso (Pittsburgh, PA) has 48 years of experience beginning as a customers man in the old stock brokerage industry model. After building his clientele and breaking free to form his own independent investment management and financial planning firm, he is now responsible for $1.6 billion of client investment assets and directs the planning, management, analysis, research, and review of all client programs at the Fragasso Group.

Year

2021

Format

Ebook

Author

Robert Fragasso

Publisher

John Wiley