Q79 - How Do I Explain The RIA Model To Clients?

Transition To RIA Podcast · Feb 23, 2023 · 27m

There are many advantages for why financial advisors transition their practices to the Registered Investment Advisor ("RIA") model. Equally compelling are the advantages for their clients.

It is important to be able to articulate to your clients what the RIA model is, why you are transitioning your practice to it, and how it benefits them.

I frequently ask advisors that have already made the transition, how they explained it.

In this episode I provide several talking points to consider, and I share my all-time favorite answer from an advisor on how they explained it to their clients.

Come…