Updated Friday, September 4, 2015 as of 8:29 AM ET

Solo RIA: Lessons From Year 1

A little over a year ago, I left a firm of 12 employees and became a “solopreneur” in a fee-only planning practice, branded to focus on teachers, primarily in Illinois.

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Comments (2)
Thank you for sharing, Dave.
Posted by Levar H | Tuesday, July 01 2014 at 4:45PM ET
Dave, as you are starting out, you will benefit from Wealthucate's data gathering software, which also helps with compliance, sharing, and client updates.
Posted by F J | Thursday, July 10 2014 at 1:18PM ET
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