What's a Hybrid RIA?
I hear so often from financial advisors that want to become RIAs however they’re conflicted because a portion of their book is still in brokerage accounts.
In this quick video I help explain how common this is and that there’s actually nothing holding you back from becoming that RIA.
If you’re a high-performing financial advisor and could use non-biased help transitioning your business please contact me. I’ve worked with more than 600 FAs make successful transitions.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #financialplanning #ria
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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/
Thanks for watching!
Corey Walen
Bridgemark Strategies
