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Pro's & Con's: Should I start my own RIA or plug-in to an existing one? (036)
On this episode of Firm Transitions I outline some of the PROs & CONs of both; Starting your own RIA or plugging into an existing one.
• How do I start a RIA?
• What do I need to think of when considering RIA?
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
I hope this helps. Thanks for listening!
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
On this episode of Firm Transitions I outline some of the PROs & CONs of both; Starting your own RIA or plugging into an existing one.
• How do I start a RIA?
• What do I need to think of when considering RIA?
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
I hope this helps. Thanks for listening!
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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