Transition To RIA Podcast

Q98 - Is The RIA Model Right For Your Practice?

I’m an advocate of the RIA model.

Better economics and increased flexibility are why it continues to be the fastest growing channel...

Q97 - What Type Of RIAs Should You NOT Join?

There are a lot of things in life in which getting to a “no” is easier than getting to a “yes.”

Deciding...

Q96 - What Is The Quickest You Could Transition To The RIA Model?

Ideally you will never be in a situation where you must ask what is the quickest you could transition your practice to the RIA model.

Q95 - Harder To Pick An RIA To Join Than A Broker-Dealer To Join?

You don’t choose which car to buy based on which dealership brand happens to be closest to where you live.

You...

Q94 - Why Go RIA When Wirehouses Offer Huge Upfront Checks?

There are many participants in our industry who run around gleefully messaging the big upfront bonus checks wirehouses are known to write.