What RIA Structure is Right for You?

from Advisor Talk with Frank LaRosa · host Elite Consulting Partners

Today’s show highlights include: *Why financial advisors typically want to go RIA, and what we look for in advisors to dictate what structure would make the most sense for them. *A comprehensive breakdown of the diverse RIA structures available to transitioning advisors. *Insight into the often overlooked yet highly advantageous option of tucking into an existing RIA. *The regulatory and compliance considerations for transitioning to an RIA, including the advantages and challenges compared to other structures. *How to determine whether an RIA structure is the right structure for you in setting up the next phase of your career. Join Frank and Vince in today’s episode as they explain why embracing the RIA model could mean the difference between stagnation and growth for financial advisors. Whether you're a seasoned advisor or just starting out, this episode will provide you with the knowledge and resources needed to position yourself for long-term success and sustainability.

Episode metadata supplied by the publisher feed · Published Feb 1, 2024

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What this episode covers

As the RIA model has been gaining traction in recent years, more and more financial advisors have begun to seek independence and control over their own practices. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes back to the show Vince Leto, the Director of RIA Services for Elite Consulting Partners. Together, the two industry experts explore the various factors influencing advisors' decisions on what RIA structure to transition to, shedding light on industry trends and considerations.