Latest / Transition To RIA Podcast
Q66 - Should You Change Affiliation Models During Challenging Market Conditions?
Walk into a hair salon and ask the stylist if you need a haircut. Any guesses what their answer will be?!
The same can be said depending on who you ask about the timing of transitioning your practice to a new firm or affiliation model.
In this episode of the Transition To RIA question & answer series I help you block out the noise, and focus on the variables that matter.
Who you should listen to, and who you shouldn’t.
Timing considerations worth recognizing.
How I answer this question myself.
Come take a listen!
Show notes…
The skinny
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