What RIA Structure is Right for You?
Advisor Talk with Frank LaRosa
English - February 01, 2024 09:00 - 40 minutes - 27.9 MB - ★★★★★ - 158 ratingsManagement Business Marketing advisor recruiting practice management entrepeneurship wealthmanagement recruiting financial planning ria asset management financial advisor financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Today’s show highlights include:
*Why financial advisors typically want to go RIA, and what we look for in advisors to dictate what structure would make the most sense for them.
*A comprehensive breakdown of the diverse RIA structures available to transitioning advisors.
*Insight into the often overlooked yet highly advantageous option of tucking into an existing RIA.
*The regulatory and compliance considerations for transitioning to an RIA, including the advantages and challenges compared to other structures.
*How to determine whether an RIA structure is the right structure for you in setting up the next phase of your career.
Join Frank and Vince in today’s episode as they explain why embracing the RIA model could mean the difference between stagnation and growth for financial advisors. Whether you're a seasoned advisor or just starting out, this episode will provide you with the knowledge and resources needed to position yourself for long-term success and sustainability.