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Transition To RIA Podcast

Brad Wales

Transition To RIA Podcast

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Transition To RIA Podcast

Brad Wales

Transition To RIA Podcast

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Transition To RIA Podcast

Brad Wales

Transition To RIA Podcast

Good podcast? Give it some love!
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Brad Wales, founder of Transition To RIA (TransitionToRIA.com) discusses WHY and HOW to transition your financial advisory practice to the Registered Investment Advisor ("RIA") model. This question/answer style podcast pulls directly from the hundreds of RIA related questions Brad has been asked over the years. With 20+ years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything financial advisors want to learn and understand about the RIA model. Transition To RIA is completely independent of any one solution, thus Brad is able to provide impartial advice and guidance across all of the possible pathways into the model.

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Podcast Details

Created by
Brad Wales
Podcast Status
Active
Started
Dec 6th, 2020
Latest Episode
Apr 18th, 2024
Release Period
Monthly
Episodes
101
Avg. Episode Length
24 minutes
Explicit
No
Language
English

Podcast Tags

This podcast, its content, and its artwork are not owned by, affiliated with, or endorsed by Podchaser.
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2

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