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Q111 - Most Time Consuming Part Of Transitioning To The RIA Model?
How long does a transition to the RIA model take?
The time needed is impacted by variables such as the circumstances of the advisor/team, which pathway into the model is chosen, etc.
It is complicated further due to certain steps in the process being out of the control of the advisor/team as to how fast they can be completed.
In this episode of the Transition To RIA question & answer series I address which steps in the process are the most time consuming.
Come take a listen!
P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA…
The skinny
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