… Also available as podcast (Episode #113) Apple | Android | Spotify | Amazon | Audible Can I Join A Custodian’s Client Referral Program? Some custodians that also have a direct-to-consumer retail offering, have developed client referral programs....
… Also available as podcast (Episode #112) Apple | Android | Spotify | Amazon | Audible What motivates advisors to transition to the RIA model? Transitioning your practice to the RIA model is a significant undertaking. It’s important to make sure...
… Also available as podcast (Episode #111) Apple | Android | Spotify | Amazon | Audible What is the most time-consuming part of transitioning to the RIA model? There are different pathways into the RIA model. Some advisors choose to start their own RIA....
… Also available as podcast (Episode #110) Apple | Android | Spotify | Amazon | Audible What is the most popular type of RIA to join? There are three main pathways to transition your practice to the RIA model. You can start your own RIA, join an...
… Also available as podcast (Episode #109) Apple | Android | Spotify | Amazon | Audible What is the most exciting part about starting an RIA? When transitioning your practice to the RIA model there are a LOT of steps involved. It starts with determining...
