… 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...
… Also available as podcast (Episode #106) Apple | Android | Spotify | Amazon | Audible What is the real estate advantage of the RIA model? Do you own or rent your home? If you own, why is that? For the tax advantages? The certainty on not being forced...
… Also available as podcast (Episode #105) Apple | Android | Spotify | Amazon | Audible Will my practice have a higher valuation in the RIA model? Advisors have various motivations for transitioning their practices to the RIA model. Increased flexibility...
… Also available as podcast (Episode #104) Apple | Android | Spotify | Amazon | Audible Should I transition to the RIA channel at my multi-channel firm? You’ve done your research and concluded that transitioning your practice to the RIA model is a...
