… Also available as podcast (Episode #56) Apple | Android | Spotify | Amazon | Stitcher What is the Broker Protocol? The Protocol For Broker Recruiting, as it is formally known, is a tool available for some financial advisors to use while transitioning...
… Also available as podcast (Episode #55) Apple | Android | Spotify | Amazon | Stitcher How Much Revenue Does A Broker-Dealer Generate From Their Advisors? While financial advisor “payouts” are the most referenced source of revenue for a...
… Also available as podcast (Episode #54) Apple | Android | Spotify | Amazon | Stitcher 10 Questions On The Future Of The RIA Model With Bob Veres In a departure from my normal single-question-per-episode format, on this episode I am joined by long time...
… Also available as podcast (Episode #53) Apple | Android | Spotify | Amazon | Stitcher How to choose a custodian for your RIA? Selecting a custodian, or in some cases more than one custodian, is one of the most important decisions you will need to make...
… Also available as podcast (Episode #52) Apple | Android | Spotify | Amazon | Stitcher How to structure the legal ownership of an RIA? If you decide to start your own RIA, versus potentially joining an existing firm, one of the steps is setting up the...
