Going Independent: Building your RIA from the ground up
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- เผยแพร่เมื่อ 27 ก.ย. 2020
- Forming your own RIA requires a hefty amount of legwork. We called in two leading experts - Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group, and Brittney Castro, CFP, Founder & CEO of Financial Wise, Inc. - to help answer the most important questions when it comes to building your RIA from the ground up.
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3 years later. This conversation still serves a great deal. Thank you all for the insights. I’m in the process right now.
Thank you so much for watching. Please let us know if we can assist in any way. Also, please check out our RIA launch kit at altruist.com/independence/ for helpful info as well.
Thank you!
This is great! Just got my RIA approved :D So excited!
Congratulations! We are so excited for you. Check out our podcast, The Advisor Journey, for more helpful tips. www.altruist.com/podcasts
Congrats!!! I too am starting my journey. Taking the 65 in a couple months.
Very informative! Appreciate the content and valuable resources you shared.