Latest / Transition To RIA Podcast
Q16 - What Is An Advisory Agreement And How Do I Create One?
Episode #16: This episode is from video #16 of the Transition To RIA video series where I answer RIA related questions I get from advisors just like you. On today's episode I explain what an "advisory agreement" is, why you need one as a Registered Investment Advisor (RIA), and how you go about creating one.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry…
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