Want to create an interactive transcript for this episode?
Podcast: Conquer Risk Podcast
Episode: The Key Steps to Becoming an RIA
Description: The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk podcast we break down the key steps to consider before taking the leap, including:· Back-Office· Compliance· Investments· Client Experience We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in App...