Q96 - What Is The Quickest You Could Transition To The RIA Model?

Transition To RIA Podcast · Dec 12, 2023 · 25m

Ideally you will never be in a situation where you must ask what is the quickest you could transition your practice to the RIA model.

A transition typically involves a methodical, well thought out process.

But there are some circumstances where an expedited transition might be necessary.

In this episode I explain when those circumstances might occur, and how quickly you can make a change if needed.

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 channel.

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