Q51 - Should I Join An Existing RIA?
Episode description
Something I do with almost all financial advisors I talk to, is to explain the various PATHWAYS INTO THE RIA MODEL.
For some, that will be starting their own RIA.
For others, it will be joining an existing firm.
Whereas others pursue a middle of the road path that is essentially a mix of the two.
Of these options, WHY JOIN AN EXISTING RIA, WHEN YOU CAN PERHAPS START YOUR OWN?
In my latest episode for my RIA question & answer series, I explain why many advisors are concluding that joining an existing firm is indeed the better path for them to take.
Come take a listen!
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.