This week, Real Money, Real Experts welcomes Andrea Clark and Adrienne Ross, who are both owners of private practices, as well as members of the U.S. military community.Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Andrea and Adrienne about their complementary certifications, the complicated distinction between investment education and advice, registering as an RIA, and other important questions around compliance. Both Andrea and Adrienne offer a wealth of information for those interested in starting a private practice. Show Notes:00:52 Intro Adrienne and Andrea05:43 Creating a support system08:52 Working with the military community10:28 Compliance and registering as an RIA15:00 Education versus advice19:16 State by state registration requirements29:50 What Andrea & Adrienne wish they knew36:00 Your Two Cents38:00 Final notes about registrationsContact Your Regulator: https://www.nasaa.org/contact-your-regulator/Series 65 Study Guide: https://www.nasaa.org/exams/study-guides/series-65-study-guide/https://www.finra.org/registration-exams-ce/qualification-exams/series65 Starting a business: https://www.kitces.com/blog/financial-coaching-what-it-is-and-how-to-become-one/Registering a firm: https://www.kitces.com/blog/registered-investment-adviser-requirements-series-65-exam-timing/XYPN:  https://www.xyplanningnetwork.com MFAA:  http://militaryfinancialadvisors.orgTable Financial Planning: https://thetablefinancialplanning.com/Clear Insight Financial Planning: https://mycifp.com/ Garrett Planning Network: https://www.garrettplanningnetwork.com/AFCPE Membership: https://www.afcpe.org/membership/Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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