Advisors with their sights set on the highest level of freedom and flexibility, plus the maximum ability to build long-term enterprise value, owe it to themselves to take a closer look at the RIA model.

In this episode, Mindy focuses specifically on the RIA – Registered Investment Advisor – model, which offer advisors the maximum in freedom, independence, control, customization, open architecture and client-centric holistic practice capabilities.

In a previous podcast episode, Mindy shared information and insights on the IBD or Independent Broker Dealer model, and how it differs from the RIA space. Listen in to get a better understanding of how the features of the RIA space can benefit those advisors who have a strong entrepreneurial mindset, and the different opportunities for building one's business.

Mindy offers the following:

* A clear description of the RIA and RIA-Hybrid models

* An understanding of what the RIA experience is like

* Key characteristics and benefits for advisors

* A process to help guide you through strategic exploration

 

Related Resources

6 Key Reasons Why IBD Advisors are Moving to the RIA World

For IBD advisors who feel they may have outgrown the space, there’s a real case to consider the next stage of independence. Read ->

IBD vs. RIA: Which way should an advisor go?

5 differences – and potential limitations – every advisor should understand before they decide. Read ->

The Math Behind the Move to Independence

Why so many advisors are going independent, even with stiff competition from hefty brokerage firm transition deals. Read ->

What Every Advisor Wants: The 4-Legged Stool

Independence has become the industry’s hottest ticket, solving 4 key requirements with a level of stability that advisors are growing increasingly comfortable with. Read ->

Business Model Comparisons

[PDF] Which best fits your goals? Download ->

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