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Q76 - Can I Accommodate Concentrated Stock Positions As An RIA?
There are many misconceptions about the RIA model.
You can’t take your legacy commission business with you…..false.
You’ll spend all your time on compliance…..false.
You can’t use alternative investments…..false.
The technology is inferior…..false.
I could go on and on.
In this episode of the Transition To RIA question & answer series, I address another falsehood: You can’t accommodate clients who have concentrated stock positions.
You can indeed.
Come take a listen!
Show notes: https://TransitionToRIA.com/can-i-accommodate-concentrated-stock-positions-as-an-ria
About Host: Brad Wales is the…
The skinny
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