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 will offer the following:
Related: The Unique Advantages the RIA Model Offers for Advisors Looking for Freedom