Episode 4: Go RIA with the help of a middle and back offi...

What this episode covers

This week, Jeff and Chuck wrap up their 3 part series about “How to go RIA”. In their previous episodes, they unpacked going RIA by building from scratch and also tucking into an existing RIA. This week’s episode, with special guest Shirl Penny, they explore going RIA with the help of a middle and back office provider. Check out all 3 episodes to see which way makes the most sense for your journey to going RIA.

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Frequently Asked Questions

How long is this episode of goRIA Podcast?

This episode is 37 minutes long.

When was this goRIA Podcast episode published?

This episode was published on March 5, 2024.

What is this episode about?

This week, Jeff and Chuck wrap up their 3 part series about “How to go RIA”. In their previous episodes, they unpacked going RIA by building from scratch and also tucking into an existing RIA. This week’s episode, with special guest Shirl Penny,...

Can I download this goRIA 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.