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
Q106 - What Is The Real Estate Advantage Of The RIA Model?
Do you own or rent your home?
What advice do you give your clients about owning vs renting?
While there are exceptions,...
Q105 - Will My Practice Have A Higher Valuation In The RIA Model?
Will the marketplace assign a higher valuation to your practice in the RIA model?
While there are multiple variables...
Q104 - Should I Transition To The "RIA Channel" At My Multi-Channel Firm?
You want to transition your practice to the RIA model.
You are currently affiliated with a multi-channel firm. One of those options...
Q103 - Should I Avoid Joining A Private Equity Backed RIA?
“I don’t want to join a firm that’s owned by private-equity?”
Why is that?
“They just want...
Q102 - Difference Between A Super-OSJ And An RIA?
Super-OSJ or RIA?
Let’s start with what is an OSJ?
Let alone,...
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