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Q132 - What Is An RIA Solicitor Agreement?
Attracting new clients is the lifeblood of any advisory firm.
One of the advantages of transitioning your practice to the RIA model is the increased flexibility (as compared to most captive advisor models) in how you can brand and market your services.
An example is the ability to establish paid referral relationships with, typically, centers of influence.
These are referred to as solicitor agreements.
But not all RIAs are created equal.
In this episode (#132) of the Transition To RIA question and answer series I explain when and how such arrangements are typically used.
Come take a listen!…
The skinny
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