Q85 - What Could Prevent An Advisor From Starting An RIA?

Transition To RIA Podcast · May 25, 2023 · 21m

You've done your homework to learn how the RIA model works.

You've considered the different pathways into the model.

You've performed due diligence on the needed solution providers.

It all makes sense. It's a fit for your practice. You're ready to get started!

But, is there anything that could prevent you from doing so?

Yes, there are hurdles that, depending on your circumstances, could be insurmountable. In this episode of the Transition To RIA question & answer series I explain what those hurdles are and when they could impact you.

Come take a listen!

P.S. Prefer video? You can find this…