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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 nearly 20 years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything advisors want to learn and understand about the RIA model. Brad's firm, Transition To RIA is completely independent of any one solution, thus he is able to provide impartial...
