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Q49 - How Long Does It Take To Transition To The RIA Model?
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.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 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. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.
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By Brad Wales
4.7
1414 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.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 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. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.
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