Q142 - How Do I Evaluate An RIA To Join?
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Q142 - How Do I Evaluate An RIA To Join?
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There are multiple pathways into the RIA model.
Each with pros and cons.
One of the pathways is to join an existing RIA.
When I first note the latter to advisors, there is often a misconception about what that entails.
I’ll often hear… “I don’t want to sell my practice.”
That “flavor” of RIA exists, but it’s by no means the only flavor available.
In fact, there are over a dozen variables that distinguish one RIA from another.
Some RIA offerings will be of no interest to you, whereas others could be very appealing.
In this episode (#142) of the Transition To RIA question & answer series I explain how to evaluate an RIA to potentially join.
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/how-do-i-evaluate-an-ria-to-join/
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors between $50M and $1B understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.