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The Bold Move: Transitioning to the independent RIA model

Now Available On Demand

The benefits of the independent Registered Investment Advisor (RIA) model are simple - you have the freedom to focus on putting clients and their goals above all else; control over your firm, your reputation, and the client experience; and growth potential. 

But that doesn’t mean the road to the independent RIA model is linear. There are variations of the model to explore, custodians to consider, and different ways to make the move. 

This webinar is designed to help you better visualize your path to independence.

You’ll have the opportunity to hear directly from two advisors who have made the move. We’ll start with the basics and answer questions like “Why do advisors go independent?” and “What’s a typical day at an independent RIA firm?” Then we’ll take a deeper dive and discuss the growth opportunity within the independent model, as well as things to consider when selecting a custodian. There will also be an opportunity to ask your questions at the end of the program. 

If you’re considering the independent model and want to know what to expect from the process, tune in. 

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
TRG (0619-97TE) (05/19)

Speakers

Christopher Reedy
Managing Director of Business Development
Schwab Advisor Services

 

Michael Israel CFP®
Managing Partner
Revolve Wealth Partners, LLC

 

Melissa Bouchillon CFP®
Managing Partner & CCO
Sound View Wealth Advisors, LLC

 

David Armstrong - Moderator
Editor-in-Chief
WealthManagement.com

 

SPONSORED BY
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