Transitioning your practice to an existing RIA platform is a path chosen by many advisors. An important part of your due diligence of a firm is their payout. In this episode I explain how payouts in the RIA model are generally structured, as well as the payout levels you can expect depending on the type of solution you choose to partner with. 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/what-is-the-payout-if-i-join-an-ria/ 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.

0 Comments Sort By