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
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...
Q108 - Difference Between Reoccurring Revenue & Fee Based Revenue?
"Fee-based" revenue is often "reoccurring" revenue.....
.....but "reoccurring"...
Q107 - Are The Economics Better In The RIA Model?
You’ve likely heard it before, the economics are better in the RIA model.
But why is that?
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