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

July 19, 2024 • 00:26:43
Episode Cover

M&A Valuations and Deal Terms

How much is an Advisory practice worth? This is a loaded question that always gets the starting answer of: it depends. On this episode,...

Listen

Episode

June 21, 2024 • 00:22:50
Episode Cover

Turnkey RIAs: Your Invisible Partner

Financial Advisors are entrepreneurial by nature. Many begin their careers as Advisors under someone else’s flag, enjoying the unlimited opportunities the industry offers, before...

Listen

Episode

May 30, 2025 • 00:34:43
Episode Cover

Edge FA - The Growth Formula

Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each...

Listen