Advisor Talk with Frank LaRosa

RIA 101 With Vince Leto


Listen Later

Today’s show highlights include:

*An overview of common misconceptions of RIAs that advisors have when they want to create one.

*What the nationwide trend of more advisors wanting independence means for the RIA space as a whole.

*The difference between a state registered RIA and an SEC registered RIA.

*What an advisor really means when they say “I want to go RIA”.

*The differences between an RIA and a Hybrid RIA.

Join Frank and Vince as they demystify the journey to becoming an RIA while exploring the growing demand for advisor independence. Through this episode, you’ll gain valuable insights into what it truly means for an advisor to embrace the RIA model and understand the nuances between different RIA structures.

...more
View all episodesView all episodes
Download on the App Store

Advisor Talk with Frank LaRosaBy Elite Consulting Partners

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

89 ratings


More shows like Advisor Talk with Frank LaRosa

View all
Founders by David Senra

Founders

2,097 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

103 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,030 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

My First Million by Hubspot Media

My First Million

2,643 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

7 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,810 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,550 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,040 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

497 Listeners