Are you looking to get into the profession, or still in the process of growing your practice towards $50M?

It is a wonderful time to enter into or be growing an advisory practice.  The average age of existing advisors continues to increase, necessitating a large pool of new professionals to succeed the eventual retiring advisor population.

Beginning such a path via the RIA model, is the path chosen by many, and justifiably so.  We encourage you to consider it as well.

Our video series, podcast episodes, and whitepapers are all good (free!) resources to learn more about how the model works.

If you would like to have a one-on-one conversation with Brad Wales, he would be happy to do so, provided he feels he can provide you with the guidance you are seeking.

To support the next generation of advisors, Brad offers a discounted rate of $250 for an hour long zoom, for anyone looking to get into the profession, or who currently has less than $50M in AUM.  If interested, please start by emailing (brad@TransitionToRIA.com) briefly describing your current situation and what you would like to discuss.  If he feels he would be a good resource for you, Brad would be happy to arrange a zoom to connect over further.