There are a lot of things in life in which getting to a “no” is easier than getting to a “yes.”

Deciding which RIA to join is one of them.

With several strong value propositions in the marketplace to choose from, determining which one to say yes to takes time.

The easiest way to begin the process is to narrow the field by knowing which solutions you should quickly say “no” to.

In this episode of the Transition To RIA question & answer series I explain which type of RIAs you should exclude from your consideration.

Come take a listen!

P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.

Show notes: https://TransitionToRIA.com/what-type-of-rias-should-you-not-join/

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.