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Your Guide to

Independence

Congratulations! You’ve made the first step toward owning your own financial services firm. As an entrepreneur, you’ll soon be responsible for many new areas of your business.

Key Considerations

  • 1

    Planning and Execution

    Connect with your Bristal Lane Relationship Manager who will guide you through the entire process.

  • BUSINESS FORMATION

    Determine legal structure. Set up an operating agreement and a bank account. Select accounting services.

    2

  • 3

    FIRM IMAGE

    Create firm name and brand identity. Build website, design marketing collateral and stationery. Determine transition communication plan.

  • Insurance

    Identify business insurance needs. Find property & casualty, errors & omissions, and employee health insurance.

    4

  • 5

    Back-Office Operations

    Determine compliance needs, implement training program. Create process for books and records.

  • Human Resources

    Set up payroll processing, determine health care and retirement benefits and initiate enrollment. Develop employee manual.

    6

  • 7

    Office Space

    Lease office space, determine design, layout and signage, purchase furniture, and establish telephone, cable and internet.

  • Technology

    Determine business software and hardware needs. Set up email addresses (if applicable).

    8

FOCUS ON YOUR CLIENTS,
BRISTAL LANE DOES THE REST.

OPERATIONAL AND ADMINISTRATIVE FUNCTIONS

  • Accounting and taxes
  • Financial reporting
  • Operational implementation
  • Human resource outsourcing
  • Strategy development

MARKETING AND CLIENT COMMUNICATIONS

  • Client communication strategy
  • Foundational marketing materials
  • Consistent, timely client outreach
  • Brand awareness
  • Firm differentiation

LET’S HAVE A

CONVERSATION

Contact us to see if Bristal Lane is the right partner for your business.

Contact Us