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To celebrate the 100th episode of the Transition To RIA question & answer series, I was joined by special guest, Michael Kitces.
He graciously accepted my request to come on the show where I would attempt to challenge him with seven questions about the RIA model he has never been asked before:
Spoiler: Out of the seven, six he had never been asked before. Can you guess which one I missed the mark on?
Come take a listen!
P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.
Show notes: https://TransitionToRIA.com/seven-questions-about-the-ria-model-michael-kitces-has-never-been-asked/
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.
4.7
1414 ratings
To celebrate the 100th episode of the Transition To RIA question & answer series, I was joined by special guest, Michael Kitces.
He graciously accepted my request to come on the show where I would attempt to challenge him with seven questions about the RIA model he has never been asked before:
Spoiler: Out of the seven, six he had never been asked before. Can you guess which one I missed the mark on?
Come take a listen!
P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.
Show notes: https://TransitionToRIA.com/seven-questions-about-the-ria-model-michael-kitces-has-never-been-asked/
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.
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