Transition To RIA Podcast

Recent Episodes

Q53 - How To Choose A Custodian For Your RIA?

Posted November 22, 2021 • 00:24:24

There are more variables involved in choosing a custodial partner than most people realize.

In the latest episode of my RIA explanatory...

Q52 - How To Structure The Legal Ownership Of An RIA?

Posted November 2, 2021 • 00:31:34

I'm Brad Wales with Transition To RIA. This is episode #52 of the Transition To RIA question and answer series where I answer RIA related questions...

Q51 - Should I Join An Existing RIA?

Posted October 14, 2021 • 00:24:00

Something I do with almost all financial advisors I talk to, is to explain the various PATHWAYS INTO THE RIA MODEL.

For some, that...

Q50 - How To Offer Insurance Solutions As An RIA?

Posted September 23, 2021 • 00:37:33

I'm pleased to report I am now up to episode #50 of my RIA explanatory series!

Ironically, I was once told making such episodes would...

Q49 - How Long Does It Take To Transition To The RIA Model?

Posted September 8, 2021 • 00:28:33

This is episode #49 of the Transition To RIA question and answer series where I answer Registered Investment Advisor (RIA) related questions I get from...