Q50 - How To Offer Insurance Solutions As An RIA?

I'm pleased to report I am now up to episode #50 of my RIA explanatory series!Ironically, I was once told making such episodes would never work.Well, after ignoring that advice, turns out people like (and prefer!) genuine educational content. No one wants to be sold to.Continuing that same theme with episode #50, I was fortunate to be joined by Tim Rembowski of DPL Financial Partners.Tim and I discuss how one of the common misconceptions about the RIA model is not being able to offer insurance solutions to your clients.When in fact, there are now purpose-built offerings to support RIA advisors in doing exactly that.Come take a look!About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.