I admit it, I critique the wirehouse brokerage model a LOT.

Considering how much it contrasts with the RIA model, there’s lots to be critiquing!

What if the wirehouse model could be improved though?

In the latest episode of my RIA question and answer series, I discuss 8 ways the wirehouse model could become more competitive with the RIA model:

Come take a listen!

Show notes: https://TransitionToRIA.com/how-would-i-improve-the-wirehouse-brokerage-model

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 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. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.