Latest / Transition To RIA Podcast
Q18 - Will I Keep 100% Of My Clients If I Start My Own RIA?
Episode #18: This episode is from video #18 of the Transition To RIA video series where I answer RIA related questions I get from advisors just like you. On today's episode I explain what you can generally expect to achieve for client retention if you transition into the Registered Investment Advisor (RIA) model.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry…
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