Transition To RIA Podcast

Q78 - Can I Manage Client Assets Myself As An RIA?

"Can I manage client assets myself as an RIA?"

This is a simple question, with a simple answer. “Yes”

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Q77 - Why Don't More Financial Advisors Transition To The RIA Model?

Episode notes:

The Registered Investment Advisor ("RIA") model remains the fastest growing channel in the industry, with no indication...

Q76 - Can I Accommodate Concentrated Stock Positions As An RIA?

There are many misconceptions about the RIA model.

• You can’t take your legacy commission business with you…..false.
• You’ll...

Q75 - 13 Ways That Registered Investment Advisors Have An Unfair Advantage.

Imagine I challenged you to a one-on-one game of basketball.

We each use the same equipment. The rules of basketball apply to both...

Q74 - How Can I Reduce Or Eliminate My Real Estate Office Expense As An RIA?

Want to know the dirty little secret of real estate expense for advisory practices?

You need to pay for the expense of your office...