Latest / Transition To RIA Podcast

Q97 - What Type Of RIAs Should You NOT Join?
There are a lot of things in life in which getting to a “no” is easier than getting to a “yes.”
Deciding which RIA to join is one of them.
With several strong value propositions in the marketplace to choose from, determining which one to say yes to takes time.
The easiest way to begin the process is to narrow the field by knowing which solutions you should quickly say “no” to.
In this episode of the Transition To RIA question & answer series I explain which type of RIAs you should exclude from your consideration.
Come take a listen!
P.S. Prefer video? You can find this entire series in video…
The skinny
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