Q95 - Harder To Pick An RIA To Join Than A Broker-Dealer To Join?

Transition To RIA Podcast · Nov 28, 2023 · 22m

You don’t choose which car to buy based on which dealership brand happens to be closest to where you live.

You don’t choose which house to buy based on which listing you happen to see first on Zillow.

The tail should never wag the dog.

Important decisions should be made based on the underlying variables, not based on which decision is logistically easier to make.

The same thing applies when picking what type of firm to transition your practice to.

In this episode, I explain why choosing a broker-dealer is always easier than choosing an RIA, but if you let the tail wag the dog, you get what…