RIAs Are Offering Upfront Money
Financial advisors have historically faced a major barrier when considering the RIA channel: Forgoing upfront money.
For years, if advisors wanted transition capital, they typically had to join an independent broker dealer. RIAs offered flexibility, technology, and independence, but rarely upfront deals.
That is changing fast.
In this video, I explain how the RIA marketplace has evolved and the new capital options available to advisors considering the RIA model.
• Upfront transition capital from multi-custodial RIAs
• Lending options from banks and third-party lenders
• Creative payout structures that allow tax-efficient borrowing
For advisors who want the technology flexibility, investment freedom, and reduced compliance red tape of the RIA channel, the capital barrier is no longer what it used to be.
If you’ve looked at the RIA channel before but assumed you couldn’t get transition capital, this video will bring you up to speed on how the landscape has changed.
If you’re a high-performing financial advisor or team that could use the non-bias help of one of the industry’s most experienced transition consultants, please reach out to me. My services cost you nothing.
I hope this helps. Thanks for watching!
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Contact & connect with me:
Text: (908) 902 4903
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Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
