Transition To RIA Podcast

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Creator:

Brad Wales

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Podcast data

Created By Brad Wales

Podcast Status active

Started 06/12/2020

Latest Episode 27/04/2023

Release Period Episodic

Episodes 81

Partner Reviews 0

Language English

Frequency 413

Average Length 22 minutes and 49 seconds

Country United States

Global Rank TOP 10%

Description

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 20+ years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything financial advisors want to learn and understand about the RIA model. Transition To RIA is completely independent of any one solution, thus Brad is able to provide impartial advice and guidance across all of the possible pathways into the model.
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Episodes
- #672824 - Q83 - How Much E&O Coverage Does My RIA Need?
  
  2 years ago
  
  #672824 - Q83 - How Much E&O Coverage Does My RIA Need?
- #672825 - Q82 - Won't Large RIAs Have The Same Challenging Compliance Departments As Broker-Dealers?
  
  2 years ago
  
  #672825 - Q82 - Won't Large RIAs Have The Same Challenging Compliance Departments As Broker-Dealers?
- #672826 - Q81 - Is Broker-Dealer Technology Better Than RIA Technology?
  
  2 years ago
  
  #672826 - Q81 - Is Broker-Dealer Technology Better Than RIA Technology?
- #672827 - Q80 - Can I Take My Employees With Me If I Transition To The RIA Model?
  
  2 years ago
  
  #672827 - Q80 - Can I Take My Employees With Me If I Transition To The RIA Model?
- #672828 - Q79 - How Do I Explain The RIA Model To Clients?
  
  2 years ago
  
  #672828 - Q79 - How Do I Explain The RIA Model To Clients?
Reviews
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Transition To RIA Podcast

Transition To RIA Podcast

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Podcast data

Description

Agent Outreach

Episodes

#672824 - Q83 - How Much E&O Coverage Does My RIA Need?

#672824 - Q83 - How Much E&O Coverage Does My RIA Need?

#672825 - Q82 - Won't Large RIAs Have The Same Challenging Compliance Departments As Broker-Dealers?

#672825 - Q82 - Won't Large RIAs Have The Same Challenging Compliance Departments As Broker-Dealers?

#672826 - Q81 - Is Broker-Dealer Technology Better Than RIA Technology?

#672826 - Q81 - Is Broker-Dealer Technology Better Than RIA Technology?

#672827 - Q80 - Can I Take My Employees With Me If I Transition To The RIA Model?

#672827 - Q80 - Can I Take My Employees With Me If I Transition To The RIA Model?

#672828 - Q79 - How Do I Explain The RIA Model To Clients?

#672828 - Q79 - How Do I Explain The RIA Model To Clients?

Reviews

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