Interview with Brad Wales, Founder of Transition to RIA- How Big Do You Have To Be To Transition to an RIA Or Should You Open Your Own?

For Advisors By Advisors
21/10/2022 30 min Temporada 1 Episodio 23
Interview with Brad Wales, Founder of Transition to RIA- How Big Do You Have To Be To Transition to an RIA Or Should You Open Your Own?

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Episode Synopsis

In this episode, we speak with Brad Wales, Owner and Founder of TransitiontoRIA.com.  We talk with Brad about the process of finding out if an RIA model is right for the Financial Advisor.We also go into if you should open your own and if you should join an existing RIA.  Brad brings 20 years of experience in operations, sales, and custody that allows him to dive deep into what the advisor wants and what is the best fit for the Advisor.  Hope you enjoy this episode!!  Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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