Transition To RIA Podcast
Everything you need to know about WHY and HOW to transition your practice to the Registered Investment Advisor ("RIA") model.
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Recent Episodes
Q19 - Will My Custodian Offer Every Mutual Fund I Might Want To Use With My Clients?
Episode #19: This episode is from video #19 of the Transition To RIA video series where I answer RIA related questions I get from...
Q18 - Will I Keep 100% Of My Clients If I Start My Own RIA?
Episode #18: This episode is from video #18 of the Transition To RIA video series where I answer RIA related questions I get from...
Q17 - As An RIA, Can I Use More Than One Custodian?
Episode #17: This episode is from video #17 of the Transition To RIA video series where I answer RIA related questions I get from...
Q16 - What Is An Advisory Agreement And How Do I Create One?
Episode #16: This episode is from video #16 of the Transition To RIA video series where I answer RIA related questions I get from...
Q15 - Does The Client Or RIA Pay The Trading Transaction Costs?
Episode #15: This episode is from video #15 of the Transition To RIA video series where I answer RIA related questions I get from...
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