))
So, You Want to Start an RIA?!
Manage episode 456664230 series 3626262
İçerik Wealth Partners and Advisor Advocates tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Wealth Partners and Advisor Advocates veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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 bölüm
Paylaş
