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United Capital's Joe Duran throttles back on deals as he opens an RIA version of Hamburger University

Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country

Author Lisa Shidler November 28, 2012 at 4:44 AM
1 Comment
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Joe Duran: We really think our next wave of growth will be to open offices around the country with our retail brand.

Joe Duran

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Stephanie Bogan

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Dan Inveen

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Ryan Shanks


Elmer Rich III

Elmer Rich III

November 28, 2012 — 7:44 PM

Distribution. The more points of sale the better. For B2C buisneses. This is the McDonald’s model. Hope it works.

Is money management a B2C business?

I actually used to work at ad agency that did McDonald’s famous advertising. A lot of the success was the input of the very active and engaged group of franchise owners. They really run the company. It is a very flat, distributed model.

We are glad to see any new business growth model being tried. If it were my time and money I would extensively test market prior but that is not part of our financial services culture. That’s how McDonald’s does it — bottom up — not top down.

Still, everyone has different shareholders and key stakeholders to impress. At McDonald’s it’s the franchisees.


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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks



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