Latest / Transition To RIA Podcast
Q159 - Can I Offer Lending Solutions To Clients In The RIA Model?
If you are using lending solutions with your clients, it is understandable that you will need to replicate those solutions if you take a new path with your practice.
In the RIA model, solutions like margin loans and non-purpose loans are not only available, but generally come at a significant advantage over your current options.
Understanding what's available and how the due diligence process works are common steps when exploring an RIA path.
On this episode (#159) of the Transition To RIA question & answer series, I explain how lending solutions work in the RIA model, and how your clients…
The skinny
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