Want to create an interactive transcript for this episode?
Podcast: For Advisors By Advisors
Episode: Interview with Brad Wales, Founder of Transition to RIA- How Big Do You Have To Be To Transition to an RIA Or Should You Open Your Own?
Description: In this episode, we speak with Brad Wales, Owner and Founder of TransitiontoRIA.com. We talk with Brad about the process of finding out if an RIA model is right for the Financial Advisor.We also go into if you should open your own and if you should join an existing RIA. Brad brings 20 years of experience in operations, sales, and custody that allows him to dive deep into what the advisor wants and what is the best fit for the Advisor. Hope you enjoy this episode!!  Did this podcast get you to take action in s...