Transition To RIA Podcast
by Brad Wales
November 1, 2024 12:11 am
Brad Wales, founder of Transition To RIA (TransitionToRIA.com) discusses WHY and HOW to transition your financial advisory practice to the Registered Investment Advisor (“RIA”) model. This question/answer style podcast pulls directly from the hundreds of RIA related questions Brad has been asked over the years. With 20+ years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything financial advisors want to learn and understand about the RIA model. Transition To RIA is completely independent of any one solution, thus Brad is able to provide impartial advice and guidance across all of the possible pathways into the model.
Recent Episodes
Q114 - What Are The Most Stressful Parts Of Starting An RIA?
2 weeks agoQ113 - Can I Join A Custodian's Client Referral Program?
1 month agoQ112 - What Motivates Advisors To Transition To The RIA Model?
2 months agoQ111 - Most Time Consuming Part Of Transitioning To The RIA Model?
2 months agoQ110 - What Is The Most Popular Type Of RIA To Join?
3 months agoQ109 - What Is The Most Exciting Part About Starting An RIA?
3 months agoQ108 - Difference Between Reoccurring Revenue & Fee Based Revenue?
4 months agoQ107 - Are The Economics Better In The RIA Model?
5 months agoQ106 - What Is The Real Estate Advantage Of The RIA Model?
5 months agoQ105 - Will My Practice Have A Higher Valuation In The RIA Model?
6 months ago