Going Independent: Building your RIA from the ground up

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Altruist

Altruist

3 жыл бұрын

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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Пікірлер: 7
@GriffithCapitalGroup
@GriffithCapitalGroup Ай бұрын
3 years later. This conversation still serves a great deal. Thank you all for the insights. I’m in the process right now.
@Altruist
@Altruist Ай бұрын
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.
@GriffithCapitalGroup
@GriffithCapitalGroup Ай бұрын
Thank you!
@InvestWithPrudence
@InvestWithPrudence 8 ай бұрын
This is great! Just got my RIA approved :D So excited!
@Altruist
@Altruist 8 ай бұрын
Congratulations! We are so excited for you. Check out our podcast, The Advisor Journey, for more helpful tips. www.altruist.com/podcasts
@GriffithCapitalGroup
@GriffithCapitalGroup Ай бұрын
Congrats!!! I too am starting my journey. Taking the 65 in a couple months.
@noodle2391
@noodle2391 2 жыл бұрын
Very informative! Appreciate the content and valuable resources you shared.
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