• Q107 - Are The Economics Better In The RIA Model?

  • Jun 27 2024
  • Duración: 24 m
  • Podcast

Q107 - Are The Economics Better In The RIA Model?  Por  arte de portada

Q107 - Are The Economics Better In The RIA Model?

  • Resumen

  • You’ve likely heard it before, the economics are better in the RIA model.

    But why is that?

    To name a few:

    • Higher top line revenue
    • Ability to control expenses
    • Operating leverage
    • Tax advantages
    • Flexibility to grow your practice faster
    • Higher enterprise value

    It’s important to understand how these variables compare to your current affiliation model.

    In this episode of the Transition To RIA question & answer series I explain why the economics of your practice would be better in the RIA model.

    Come take a listen!

    P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.

    Show notes: https://TransitionToRIA.com/are-the-economics-better-in-the-ria-model/

    About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.

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