Should I Transition to a RIA? – Firm Transitions with Robert Russo
Episode 008 of the Firm Transitions podcast features Robert Russo, CEO and Founder of Independent Advisor Alliance, a firm strategically focused on building partnerships with entrepreneurial-minded, independent financial advisors.
On this episode:
• What led to your early success?
• Why the RIA model when an advisor’s exploring their options?
• If an advisor’s considering going RIA, what should they consider when making the decision to do it, when’s the right time, when does it make sense?
• Who’s the RIA model for?
• What it takes to open a one-person RIA
• Why FAs choose IAA?
• When considering buying an advisors practice what are you looking for?
• The minority sale has become increasingly popular
• For FAs considering transitioning, what questions would you recommend they ask themselves before taking action.
#FATransition #CoreyWalen #financialadvisor #RIA #bridgemarkstrategies
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Contact & connect with me:
Text: (908) 902 4903
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