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Q157 - Can I Offer Insurance Solutions In The RIA Model?
The RIA model generally provides far more flexibility with how you can run your practice.
Consequently, an exciting part of transitioning your practice to the RIA model is contemplating the services and investment solutions you'd want to offer your clients upon making the transition.
Providing insurance solutions to clients is one such option.
However, several variables affect whether and how you can offer these solutions.
In this episode (#157) of the Transition To RIA question and answer series, I explain how RIAs incorporate insurance solutions into their offerings.
Come take a listen!…
The skinny
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