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EP 002: Starting Your Own RIA episode artwork

EPISODE · Jul 14, 2025 · 8 MIN

EP 002: Starting Your Own RIA

from The CPA to FA Podcast · host Bill Hecklick, EA

In this episode, we'll dive deeper into the process of starting your own RIA. Compliance, technology, custodians and more!Visit www.cpatofa.com to learn more about adding or growing a financial advice division inside of your tax practice!

What this episode covers

In this episode, we'll dive deeper into the process of starting your own RIA. Compliance, technology, custodians and more!Visit www.cpatofa.com to learn more about adding or growing a financial advice division inside of your tax practice!

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EP 002: Starting Your Own RIA

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Frequently Asked Questions

How long is this episode of The CPA to FA Podcast?

This episode is 8 minutes long.

When was this The CPA to FA Podcast episode published?

This episode was published on July 14, 2025.

What is this episode about?

In this episode, we'll dive deeper into the process of starting your own RIA. Compliance, technology, custodians and more!Visit www.cpatofa.com to learn more about adding or growing a financial advice division inside of your tax practice!

Can I download this The CPA to FA Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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