Episode 46 - How do I obtain Errors & Omissions insurance ("E&O") as an RIA? (w/ guest Scott Shannon of Windermere Insurance Group) (transcription & show notes)
Episode 45 - How to charge for financial planning? (w/ guests Lucy Robeson & Isabelle McGrail of AdvicePay) (transcription & show notes)
Episode 44 - What is the minimum amount of assets under management I should have before I start my own RIA? (transcription & show notes)
Episode 43 - How to run the business side of your own RIA? (w/ guest Andrea Schlapia of Ironstone) (transcription & show notes)
Episode 41 - How do I navigate the legal considerations of breaking away from my current firm to transition to the RIA model? (w/ guest Sharron Ash) (transcription & show notes)