Latest / Transition To RIA Podcast
Q109 - What Is The Most Exciting Part About Starting An RIA?
When a new client comes to you for help managing their financial life, there are many steps involved. Some are more exciting for the client than others.
Opening accounts.
Pulling old statements.
Filling out financial profiles.
Those are some of the important, though less glamorous steps.
Talking through life goals.
Travel plans in retirement.
Ways to help family and important causes.
Those are the exciting steps!
But the latter can’t be achieved, without the former.
It is the same when transitioning your practice to the RIA model. There are necessary, those less glamorous steps involved…
The skinny
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