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Every couple of years, a buzzword seems to rise up to become the industry's token topic.
There was an era when "TAMP" was the sexy talk of the day.
About 10 years ago, "hybrid" was all the rage.
While these terms are still used today, past hype has sometimes caused confusion about when and how to use them.
Case in point, should you join a "hybrid" RIA?
But what does "hybrid" really even mean? After all, it's often used to describe several different logistical scenarios.
In this episode (#152) of the Transition To RIA question & answer series I clarify what a "hybrid" RIA is, and when it might be a fit for our practice.
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/should-i-join-a-hybrid-ria/
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors between $50M and $1B 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.
By Brad Wales4.8
1818 ratings
Every couple of years, a buzzword seems to rise up to become the industry's token topic.
There was an era when "TAMP" was the sexy talk of the day.
About 10 years ago, "hybrid" was all the rage.
While these terms are still used today, past hype has sometimes caused confusion about when and how to use them.
Case in point, should you join a "hybrid" RIA?
But what does "hybrid" really even mean? After all, it's often used to describe several different logistical scenarios.
In this episode (#152) of the Transition To RIA question & answer series I clarify what a "hybrid" RIA is, and when it might be a fit for our practice.
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/should-i-join-a-hybrid-ria/
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors between $50M and $1B 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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