Episode 12 - Do I Need A Big Back Office?
from Behind The Breakaway Hosted by Uptick Partners
In this episode, we delve into the importance and functions of a back office when transitioning from a captive broker dealer to an RIA. We explore misconceptions about needing a large back office for efficiency and discuss the services required for a smooth transition. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
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How long is this episode of Behind The Breakaway?
This episode is 28 minutes long.
When was this Behind The Breakaway episode published?
This episode was published on June 10, 2024.
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