Q88 - The 3 Key Decisions Involved When Considering The RIA Model.

Transition To RIA Podcast · Jul 25, 2023 · 26m

Determining whether to transition your practice to the RIA model does not have to be intimidating.

The entire process can be simplified down to three key decisions, sequentially addressed in order:

Is the RIA model a fit for my practice?

What are the available pathways into the model?

Who are the solution providers that support my chosen pathway?

In this episode of the Transition To RIA question & answer series I explain how these three decisions guide you through the process.

Come take a listen!

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