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