Q66 - Should You Change Affiliation Models During Challenging Market Conditions?

Walk into a hair salon and ask the stylist if you need a haircut. Any guesses what their answer will be?!The same can be said depending on who you ask about the timing of transitioning your practice to a new firm or affiliation model.In this episode of the Transition To RIA question & answer series I help you block out the noise, and focus on the variables that matter.Who you should listen to, and who you shouldn’t.Timing considerations worth recognizing.How I answer this question myself.Come take a listen!Show notes: https://TransitionToRIA.com/should-you-change-affiliation-models-during-challenging-market-conditionsAbout 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.