Latest / Transition To RIA Podcast

Q25 - Should I Buy An Existing RIA Or Start My Own?
Episode #25: This episode is from video #25 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 how to compare simply buying an existing (already formed/live) RIA vs starting one logistically from scratch.
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 experience, including…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.