Going From Broker-Dealer to RIA: Your Options, Myths, and Making a Smarter Transition (089)
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Going From Broker-Dealer to RIA: Your Options, Myths, and Making a Smarter Transition (089)
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Narrado por:
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Aaron Jasper of Mutual Group, joins me to unpack how RIAs have changed and why advisors don’t need to be 100% fee-based to make the move. Aaron breaks down hybrid options, the Evolve model for legacy brokerage, and how to choose between being an advisor or a business owner.
- Macro shifts from outside capital and zero commissions
- AI improving relationships, not replacing advisors
- Simplification and efficiency is your competitive edge
- The trade-offs
- Myths about small RIAs
- The Evolve path to drop Series 7 and still service legacy business
- Actual time savings, fewer constraints, and pricing freedom
- Finding a RIA fit versus launching your own
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Contact & connect with me:
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