Should I Start a RIA or Join an Existing One?
This conversation comes up a lot:
“Should I start my own RIA or plug-in to an existing one?”
In this brief video I outline some of the pro’s and con’s of both.
“How do I start a RIA?” “What do I need to think of when considering RIA?”
If you’re a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
I hope this helps. Thanks for watching!
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Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
