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Q112 - What Motivates Advisors To Transition To The RIA Model?
Whether in our personal or professional lives, most everything in life revolves around motivations.
What motivates you to run your advisory practice as you do?
What motivates you to pursue certain hobbies and passions?
What motivates your kids to make the decisions they do?
When financial advisors and teams reach out to me to explore the RIA model, I typically start by asking what has motivated them to do so.
Having asked hundreds of advisors this question, the answers typically revolve around a desire for more flexibility with their practice, and/or better economics.
In this episode of the…
The skinny
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