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Q80 - Can I Take My Employees With Me If I Transition To The RIA Model?
It is common for advisors transitioning their practice to the RIA model to want to bring their existing support team members with them.
Those team members are often not only critical to the advisor's practice in general, but will likely play a key role in the transition process itself.
In this episode of the Transition To RIA question & answer series, I am joined by attorney Rich Chen to discuss what options you have for bringing team members with you, and how to navigate the process safely.
Come take a listen!
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