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Latest / Transition To RIA Podcast

Q42 - How To Start An RIA?

This is episode #42 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 capstone question of.....how do I start my own RIA? I address, among other things:

✔️ Why transitioning your practice to the RIA model doesn't have to be complicated.

✔️ The three distinct approaches to the model.

✔️ Why you might choose one of the approaches over another.

✔️ How this makes everything else about transitioning to the RIA model much easier.

About Host: Brad Wales is the…

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