27 min

You Started a BD or RIA - Now What‪?‬ Advisor Talk with Frank LaRosa

    • Entrepreneurship

Advisors who are attracted to the benefits of independence, the autonomy of business ownership, and the lucrative financial upside are taking the leap and starting their own RIA or broker-dealer. Once their firm is established; however, the question then becomes how does the firm scale in order to grow. For this, many broker-dealer and RIA firms seek to recruit new advisory talent but are unsure as to how to get started.

Advisors who are attracted to the benefits of independence, the autonomy of business ownership, and the lucrative financial upside are taking the leap and starting their own RIA or broker-dealer. Once their firm is established; however, the question then becomes how does the firm scale in order to grow. For this, many broker-dealer and RIA firms seek to recruit new advisory talent but are unsure as to how to get started.

27 min