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Q94 - Why Go RIA When Wirehouses Offer Huge Upfront Checks?
There are many participants in our industry who run around gleefully messaging the big upfront bonus checks wirehouses are known to write.
Have you ever considered why that is their opening line?
As they say in Texas, are they “big hat, no cattle?”
Before considering taking a big upfront check for joining a firm, it is important to understand the trade-offs you’re forced to take in return.
In this episode of the Transition To RIA question & answer series I explain what those trade-offs are, and how it compares to pursuing an RIA path instead.
Come take a listen!
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The skinny
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