Latest / Transition To RIA Podcast

Q48 - Why Should An RIA Use LinkedIn?
This is episode #48 of the Transition To RIA question and answer series where I answer Registered Investment Advisor (RIA) related questions I get from advisors just like you. On today's episode I answer the question.....Why Should An RIA Use LinkedIn?
“Do you know how hard it is to think someone's a jerk who asks you interesting questions about your background?”
This was from Sara Grillo who joined me on this episode discussing an almost fool-proof strategy for how to connect with potential clients on LinkedIn.
Transitioning your practice to the RIA model generally results in significant…
The skinny
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