))
So, You Want to Start an RIA?!
Manage episode 456664230 series 3626262
Contenido proporcionado por Wealth Partners and Advisor Advocates. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Wealth Partners and Advisor Advocates o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Financial Advisors debating total independence typically include the option of starting their own RIA. It is an appealing option giving the Advisor total control over every aspect of their business, most critically, their revenue.
Veteran former Advisor Garrett Layell discusses the process and the decisions aspiring RIA owners must make about compliance, technology, custody, business strategy and marketing, as well as how Advisor Advocates offers a unique way to co-pilot the launch of a new Firm.
To learn more and find out if the RIA model is best suited for your business, visit advisoradvocates.com or call Garrett at 919-561-2436 (text first), or send an email to Garrett@theadvisoradvocates.com.
18 episodios
Compartir
