A former financial advisor left corporate to start their own business and suddenly had to handle accounting, payroll, and taxes alone. What a large firm's back office did for free now falls entirely on them.
What, what were some of the hurdles starting a business or have y'all had many hurdles along the way? You go from, hey, I'm a financial advisor for these group of clients, but I really had no access to back office or some of the other stuff that goes on, right? The accounting side of it, or, you know, now I pay all the bills. You know, I didn't do that when I worked for the previous firm. You know, I didn't do payroll. I didn't do, you know, the tax return for the firm or any of that kind of stuff.
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