Q116 - How To Explain To Clients Your Transition To The RIA Model?

Transition To RIA Podcast · Dec 10, 2024 · 24m

You’ve spent months researching the RIA model.

Months performing due diligence.

Months planning for the actual transition.

The day to transition arrives.

You resign from your firm.

You pick up the phone and call your first client to tell them about your new plans.

But what do you say?

How should you say it?

What might your clients say?

In this episode of the Transition To RIA question and answer series, I provide 9 tips on how to explain to clients your transition to the RIA model.

Come take a listen!

P.S. Prefer video? You can find this entire series in video format on Youtube. Search for…