Q88 - The 3 Key Decisions Involved When Considering The RIA Model.

Determining whether to transition your practice to the RIA model does not have to be intimidating.<br />The entire process can be simplified down to three key decisions, sequentially addressed in order:<br />Is the RIA model a fit for my practice?What are the available pathways into the model?Who are the solution providers that support my chosen pathway?<br />In this episode of the Transition To RIA question & answer series I explain how these three decisions guide you through the process.<br />Come take a listen!<br />P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.<br />Show notes: https://TransitionToRIA.com/what-are-the-three-key-decisions-involved-with-considering-the-ria-model/<br />About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors 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.