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… Also available as podcast (Episode #135) Apple | Android | Spotify | Amazon | Audible What Is The Best Custodian To Use With Your RIA? TL;DR – It is often thought there are only the “Big 3” (formerly the “Big 4”)...
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… Also available as podcast (Episode #134) Apple | Android | Spotify | Amazon | Audible What Are The Biggest Ways To Screw Up A Transition To The RIA Model? TL;DR – White not an exhaustive list, five critical areas where advisors can make mistakes:...
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… Also available as podcast (Episode #133) Apple | Android | Spotify | Amazon | Audible What Are The Steps Involved With Breaking Away From A Wirehouse To Transition To The RIA Model? TL;DR – There are three main steps involved with breaking away...
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… Also available as podcast (Episode #132) Apple | Android | Spotify | Amazon | Audible What Is An RIA Solicitor Agreement? TL;DR – A “solicitor” agreement enables an RIA to pay solicitors for referring prospective clients to the RIA....
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… Also available as podcast (Episode #131) Apple | Android | Spotify | Amazon | Audible What Is The Benefit Of Controlling Your Local Expenses As An RIA? TL;DR – Owning your own RIA, or joining an RIA as a 1099 enables you to control your local...
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… Also available as podcast (Episode #130) Apple | Android | Spotify | Amazon | Audible What Is An RIA Roll-Up Firm? TL;DR – There is no set definition of what a “roll-up” firm is. Several business models have been introduced to the...
