Q113 - Can I Join A Custodian's Client Referral Program?

If you start your own RIA, will you be able to participate in your custodian’s client referral program?

First starters, do you know what these programs are?

Or which custodians have them?

Or who is eligible, and likely to be able to participate in them?

In this episode of the Transition To RIA question & answer series I address these questions, and more!

Come take a listen!

P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.

Show notes: https://TransitionToRIA.com/can-i-join-a-custodians-client-referral-program/

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