Latest / Transition To RIA Podcast

Q75 - 13 Ways That Registered Investment Advisors Have An Unfair Advantage.
Imagine I challenged you to a one-on-one game of basketball.
We each use the same equipment. The rules of basketball apply to both of us.
One caveat: You must play with one arm tied behind your back.
Sound fair? Or an unfair advantage?
If such a scenario seems preposterous, consider if you’re currently a one-armed player as an advisor.
The Registered Investment Advisor ("RIA") model provides financial advisors an advantage over advisors not in the model.
In this episode I explain 13 of those advantages.
Come take a listen!
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The skinny
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