Q86 - How To Run A Large RIA With Only One Person?

Transition To RIA Podcast · Jun 22, 2023 · 24m

There are multiple tasks involved with running an RIA practice.

Advisors tend to be passionate about the client facing tasks, and less so the behind-the-scenes administrative and operational parts.

What if you designed an RIA where you outsourced most (all?) of the non-client facing tasks?

What if you could spend nearly all your time on just the parts of the business you really enjoy?

In this episode I explore how far you can potentially take outsourcing within an RIA.

Come take a listen!

P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION…