Transition To RIA Podcast

Recent Episodes

Posted January 4, 2023 • 00:17:36

There are many misconceptions about the RIA model.

Posted December 13, 2022 • 00:28:24

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...

Posted November 21, 2022 • 00:22:32

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

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

Posted November 3, 2022 • 00:19:15

What is a corporate RIA?

You're possibly already affiliated with one and don't realize it.

Worse, you could be...

Posted October 19, 2022 • 00:26:34

I am frequently asked how the economics of the Registered Investment Advisor ("RIA") model compare to the broker/dealer model.

The...