Latest / Transition To RIA Podcast
Q89 - How Do I Evaluate A Potential RIA To Join?
Many advisors seek to transition their practice to the RIA model by joining an existing RIA offering.
With different platform types, value propositions, and economic considerations, how do you choose the one that is the best fit for your practice?
On this episode of the Transition To RIA question and answer series, I am joined by Penny Phillips, cofounder of Journey Strategic Wealth, to discuss how to evaluate an RIA to join.
We cover not only the variables you’ll want to understand and consider, but also how you can expect the due diligence process to play out.
Come take a listen!
P.S…
The skinny
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