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Latest / Transition To RIA Podcast

Q100 - Seven Questions Michael Kitces Has Never Been Asked.

To celebrate the 100th episode of the Transition To RIA question & answer series, I was joined by special guest, Michael Kitces.

He graciously accepted my request to come on the show where I would attempt to challenge him with seven questions about the RIA model he has never been asked before:

Will we ever see the equivalent of a Chick-Fil-A in the RIA industry (a systematized business with both hugely passionate clients and operators?)

If you had to choose to run a $50M, $500M, or $5B RIA, which would you choose and why?

If you were king for a day 20 years ago, and could change one thing…

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