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Q139 - What Time Of Year Should I Transition To The RIA Model?
If you were to transition your practice to the RIA model, is there is an ideal time of the year to make the change?
Before considering calendar variables, though, you first want to consider factors pertinent to your unique scenario including potential vesting cycles on deferred comp, tranches on forgivable loans, etc.
It is then important to be aware of, and understand why there are certain times of year that advisors/teams generally seek to avoid making a transition during.
On this episode (#139) of the Transition To RIA question & answer series I address these variables and discuss what…
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