Every year many financial advisors transition their practice from one wirehouse to another.

Provided they’ve done their research and concluded that such a path was best for them, their practice, and their clients, there is nothing wrong with that.

All too often though, that research does not include understanding all potential options.

Thus, they end up making a less than informed decision about something that will impact the balance of their career.

In this episode of the Transition To RIA question & answer series (#140) I work to expand such knowledge by explaining how transitioning to another wirehouse compares to transitioning to the RIA model.

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/how-does-transitioning-to-another-wirehouse-compare-to-transitioning-to-the-ria-model/

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors between $50M and $1B 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.