… 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...
… Also available as podcast (Episode #108) Apple | Android | Spotify | Amazon | Audible What is the difference between reoccurring revenue & fee-based revenue? “Fee-based” revenue is often “reoccurring” revenue, but...
… Also available as podcast (Episode #107) Apple | Android | Spotify | Amazon | Audible Are the economics better in the RIA model? While articulated in different ways, the two main motivators for why advisors transition to the RIA model are for increased...