The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition can seem daunting, but starting anew can bring freedom and independence. In this episode, Stephen Taylor, attorney turned Certified Financial Planner, joins The Efficient Advisor, Libby Greiwe, to share his insights and experiences on making such a pivotal move in the industry. Together, they tackle some of the most common questions advisors confront when thinking through a transition, including: ComplianceTechnologyPortfolio managementCommission trails, and so much more. This conversation will guide you through thinking about a business transition without being overwhelmed by the operational side. So, take a break and tune in now to hear from those who have taken the steps and walked this journey out successfully! ----------------------------------- LINKS FROM THIS EPISODE Connect with Stephen on LinkedIn here All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts   Spotify Download the Family Tree Template Here Enroll in The Perfect RIA Masterclass Here Connect with Libby on LinkedIn Here! Get on the Systems to Scale Group Coaching Waitlist Here Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!