Transition To RIA Podcast
Brad WalesThe Transition To RIA Podcast is named by Kitces as a Top Podcast for Financial Advisors! 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 year... more
| Publishes | Twice monthly | Episodes | 146 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipInvesting | |||
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Latest Episodes
Whether you start your own RIA, or join an existing one, choosing which custodian to use is an important part of the decision process.
As with choosing most solution providers for your practice, many variables should be evaluated. Price is one of th... more
Over the past decade, all the (now tired) excuses for why advisors shouldn't move to the RIA model have fallen.
To name a few:
* "The technology is not as good."
* "You won't have access to the same level of investment solutions."
* "Clients w... more
I am often asked how long it takes to register an RIA.
The simple answer is typically 45-90 days, though in some scenarios it could take significantly longer.
Equally important is knowing when (and how) to file in relation to when you plan to launc... more
When I explain to advisors they likely will want legal advice regarding navigating their departure from their current firm, I sometimes hear a range of responses:
* “My buddy left the firm last year, and I’m just going to follow what he did.”
* “... more
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Reviews
- Solid advice for anyone considering the RIA model
I've gone through several of Brad's episodes looking at the Registered Investment Advisor model, and he gives great info and makes a solid case for considering this approach.
Apple Podcasts5Ok Dave
Canadaa year ago - Long winded
This could have been an exiting informative podcast, but this man has mastered the ability to talk for 25 min without adding a single bit of new information, talking about what he has already said, and going to say each episode could be reduced down to less then 5 min. Its a shame really.
Apple Podcasts1Pgp mail
United States3 years ago
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Which podcasts are similar to Transition To RIA Podcast?
These podcasts share a similar audience with Transition To RIA Podcast:
1. The Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Barron's Advisor
5. Facts vs Feelings with Ryan Detrick & Sonu Varghese
How many episodes of Transition To RIA Podcast are there?
Transition To RIA Podcast launched 5 years ago and published 146 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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