Transitioning to RIA, What it Takes, M&A: Minority Sale – with Robert Russo (008)

A deep dive into what it looks like and takes to open a RIA with Robert Russo, CEO and Founder of Independent Advisor Alliance.

• Hiring. "I'm a big believer in hiring people that can help you execute and hiring before you’re ready."
• Why an advisor should consider the RIA model when exploring their options? 4:30
• Who the RIA model is right for? 7:00
• What it actually takes and can you do it as a one-person shop? 11:00
• M&A: When considering buying an advisors practice what are you looking for? 30:00
• For FAs considering transitioning, what questions would you recommend they ask themselves before taking action: "Know the exit plan." 39:00

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Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies

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