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This is episode #49 of the Transition To RIA question and answer series where I answer Registered Investment Advisor (RIA) related questions I get from advisors just like you. On today's episode I answer the question.....How Long Does It Take To Transition To The RIA Model?
Pop quiz: How do you know someone does CrossFit?
Answer: Don’t worry, they will tell you!
I can make this joke as I previously did CrossFit for many years….and yes, I’m sure I talked about it!
One of the lasting lessons I learned from CrossFit though is that your body can do more than you think it can.
When you think you can’t do a single additional pushup, or you can’t finish that last half mile……turns out, you can. It’s your mindset that holds you back.
This relates to advisors transitioning their practices into the RIA model.
If the model is a good fit for you, it takes less time to make the move than you might think.
In this latest episode from my RIA Question & Answer series, I explain how long the process should take…..as long as you have the right mindset.
By Brad Wales4.8
1818 ratings
This is episode #49 of the Transition To RIA question and answer series where I answer Registered Investment Advisor (RIA) related questions I get from advisors just like you. On today's episode I answer the question.....How Long Does It Take To Transition To The RIA Model?
Pop quiz: How do you know someone does CrossFit?
Answer: Don’t worry, they will tell you!
I can make this joke as I previously did CrossFit for many years….and yes, I’m sure I talked about it!
One of the lasting lessons I learned from CrossFit though is that your body can do more than you think it can.
When you think you can’t do a single additional pushup, or you can’t finish that last half mile……turns out, you can. It’s your mindset that holds you back.
This relates to advisors transitioning their practices into the RIA model.
If the model is a good fit for you, it takes less time to make the move than you might think.
In this latest episode from my RIA Question & Answer series, I explain how long the process should take…..as long as you have the right mindset.

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