The $500 Million RIA Breakaway Story – with Bill Laird
What makes a successful financial advisor leave a large RIA firm?
In this episode, I catch up with Bill Laird, founder of Riverside Wealth Advisors, to discuss why he chose to leave a major RIA environment and launch his own independent practice with NewEdge Advisors.
• Why many advisors in the RIA channel feel they’ve lost control
• How compliance, equity, and bureaucracy pushed him to explore options
• Why he turned down large recruiting offers
• How he transitioned over $500M in assets
• What life and growth look like after the move
• Advice for advisors quietly considering a change
If you’re a financial advisor considering independence, or just curious what life looks like on the other side, this is a great conversation.
I hope this is helpful. If you’re an elite advisor that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
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Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
