Wealthcasts

The RIA Space: Freedom and Flexibility Maximized

Advisors with their sights set on the highest level of freedom and flexibility, plus the maximum ability to build long-term enterprise value, owe it to themselves to take a closer look at the RIA model.

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In this episode, Mindy focuses specifically on the registered investment advisor model, which offers advisors the maximum in freedom, independence, control, customization, open architecture and client-centric holistic practice capabilities.

In a previous podcast episode, Mindy shared information and insights on the independent broker/dealer model, and how it differs from the RIA space. Listen in to get a better understanding of how the features of the RIA space can benefit those advisors, who have a strong entrepreneurial mindset, and the different opportunities for building one’s business.

Mindy will offer the following:

  • A clear description of the RIA and RIA Hybrid models
  • An understanding of what the RIA experience is like
  • Key characteristics and benefits for advisors
  • A process to help guide you through strategic exploration

Listen to the podcast

 

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