Speaker: Brad Wales – Founder, Transition to RIA
Presentation Description: This presentation is for anyone that might at some point consider transitioning their practice to the Registered Investment Advisor (RIA) model and wants to learn more about how the model works.
Topics covered include:
Bio: Brad Wales is the founder of Transition To RIA, a consulting firm uniquely focused on helping established financial advisors understand everything there is to know about why and how to transition their practice to the Registered Investment Advisor (RIA) model. Brad utilizes his nearly 20 years of industry experience, including direct RIA-related roles in compliance, finance, and business development to provide independent advice regarding how advisors can benefit from the advantages of the RIA model.
REGISTRATION FEES:
FPA Members: Free, Non-members: $25