Transition To RIA
Finance & Business
Hi, I'm Brad Wales. Welcome to the Transition To RIA channel. I help financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. On this channel I answer questions I've been asked by financial advisors regarding how the model works, why an advisor should consider it, and how a transition to it occurs. Visit TransitionToRIA.com for additional videos, podcasts, whitepapers, and a way to connect further.