… Also available as podcast (Episode #67) Apple | Android | Spotify | Amazon | Stitcher | Audible How Would I Improve The Wirehouse Brokerage Model? I put out a lot of commentary in my episodes, and in articles, contrasting the wirehouse model and the...
… Also available as podcast (Episode #66) Apple | Android | Spotify | Amazon | Stitcher | Audible Should You Change Affiliation Models During Challenging Market Conditions? Walk into a hair salon and ask a stylist if you need a haircut. Any guesses...
… Also available as podcast (Episode #65) Apple | Android | Spotify | Amazon | Stitcher Mistakes Financial Advisors Make When Transitioning To The RIA Model. The ecosystem of solution providers supporting the Registered Investment Advisor...
… Also available as podcast (Episode #64) Apple | Android | Spotify | Amazon | Stitcher What Do I Think Of “IAR-Only” Channels At Broker-Dealers? An increasing number of broker-dealers are rolling out “IAR-only” channels as an...
… Also available as podcast (Episode #63) Apple | Android | Spotify | Amazon | Stitcher What Are The Largest Expenses Of Running An RIA? At it’s most basic form, transitioning your practice to the RIA model is an exercise in identify what your...
… Also available as podcast (Episode #62) Apple | Android | Spotify | Amazon | Stitcher Should I Join An Independent Broker-Dealer First Or Should I Go Straight To The RIA Model? I have a lot of conversations with advisors that are in the wirehouse W2...
