Q92 - How Much Cash Should I Have Saved Before Transitioning My Practice To The RIA Model?

Transition To RIA Podcast · Oct 5, 2023 · 26m

You've done your due diligence on the RIA model.

You've determined which path into the model to use.

You've mapped out the transition steps.

But how much is it going to cost to make the transition?

There are hard costs, as well as your own peace of mind, that must be considered.

In this episode I explain what those costs are and how to plan for them.

Come take a listen!

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

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