Q52 - How To Structure The Legal Ownership Of An RIA?

Transition To RIA Podcast · Nov 2, 2021 · 31m

I'm Brad Wales with Transition To RIA. This is episode #52 of the Transition To RIA question and answer series where I answer RIA related questions I get from advisors just like you.

There are fun and exciting parts to transitioning your practice to the RIA model. To name a few:

- How will you brand and market your new practice?

- With newfound flexibility, will you add to your service offering?

- Are there additional client profiles you’d like to target?

Also important is how you handle the necessary blocking and tackling of having a new firm.

In this episode, I am joined by industry…