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Q155 - What Is A W2 RIA Model?
Many people think of the RIA model as an "independent" model.
This is accurate, as many pathways into the model are independent in nature.
However, some RIA models feature advisors affiliated as W2 employees. These come in many different flavors: partnership models, traditional grid payout models, buyout models, etc.
In this episode of the Transition To RIA question and answer series, I explain what these models are and when they may be a fit for your practice.
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…
The skinny
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