Q71 - What Is A "Supported Independence" RIA model?

Transition To RIA Podcast · Oct 3, 2022 · 28m

Ever been told you shouldn't go the RIA route because you won't get any support? You'll be on your own? You'll be so busy doing administrative tasks you won't have time to be an advisor?

Often, the people making such declarations have ulterior motives. Perhaps it's a branch manager, or home office executive that doesn't want to lose you from their firm.

There is an entire ecosystem supporting the RIA model that makes such statements irrelevant. There are now even fully "SUPPORTED INDEPENDENCE" approaches that make it possible to replicate and improve upon what you have now, while gaining all…