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
Q113 - Can I Join A Custodian's Client Referral Program?
If you start your own RIA, will you be able to participate in your custodian’s client referral program?
First starters, do you...
Q112 - What Motivates Advisors To Transition To The RIA Model?
Whether in our personal or professional lives, most everything in life revolves around motivations.
- What motivates...
Q111 - Most Time Consuming Part Of Transitioning To The RIA Model?
How long does a transition to the RIA model take?
The time needed is impacted by variables such as the circumstances...
Q110 - What Is The Most Popular Type Of RIA To Join?
There are several reasons advisors choose to join an existing RIA versus starting their own.
But that’s not the...
Q109 - What Is The Most Exciting Part About Starting An RIA?
When a new client comes to you for help managing their financial life, there are many steps involved. Some are more exciting for the client...
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