So, You Want to Start an RIA?!

July 03, 2024 00:28:08
So, You Want to Start an RIA?!
Advisor Advocates Podcast
So, You Want to Start an RIA?!

Jul 03 2024 | 00:28:08

/

Show Notes

Financial Advisors debating total independence typically include the option of starting their own RIA. It is an appealing option giving the Advisor total control over every aspect of their business, most critically, their revenue.

Veteran former Advisor Garrett Layell discusses the process and the decisions aspiring RIA owners must make about compliance, technology, custody, business strategy and marketing, as well as how Advisor Advocates offers a unique way to co-pilot the launch of a new Firm.

To learn more and find out if the RIA model is best suited for your business, visit advisoradvocates.com or call Garrett at 919-561-2436 (text first), or send an email to Garrett@theadvisoradvocates.com.

Garrett’s Calendar Link

Other Episodes

Episode

September 26, 2024 00:28:30
Episode Cover

People are Becoming the Key Differentiator

As technology continues to advance and evolve, computers are able to perform objective processes more cost effectively than humans in a variety of ways....

Listen

Episode

October 02, 2024 00:22:19
Episode Cover

Picture Perfect Sunset Plans

Each Advisor envisions their retirement and legacy plan in their own unique way, just like their clients. Garrett Layell breaks down the seemingly endless...

Listen

Episode

May 23, 2025 00:33:01
Episode Cover

Sage Insurance Partners: The New 80/20 Standard

Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue.  Talk to Kip: ...

Listen