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Episode 8: Tuck or No Tuck – Should you build your own RIA or join a firm?

Episode 8: Tuck or No Tuck – Should you build your own RIA or join a firm?

Released Wednesday, 6th March 2024
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Episode 8: Tuck or No Tuck – Should you build your own RIA or join a firm?

Episode 8: Tuck or No Tuck – Should you build your own RIA or join a firm?

Episode 8: Tuck or No Tuck – Should you build your own RIA or join a firm?

Episode 8: Tuck or No Tuck – Should you build your own RIA or join a firm?

Wednesday, 6th March 2024
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In this episode, Chuck Failla is joined by Corey Walen from Bridgemark Strategies to discusses the pros and cons of the 2 main pathways to the RIA space: building your own firm or joining an existing one. As with most big decisions, there is much to be considered and the best choice for one may not be the best choice for another. During this podcast, Chuck and Corey flesh out the items you’ll want to add to your checklist as you figure out which route is best for you.

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