Why So Many RIA Advisors Are Quietly Unhappy скачать в хорошем качестве

Why So Many RIA Advisors Are Quietly Unhappy

Many financial advisors assume that moving to an RIA is the final destination: More freedom, more flexibility, and better economics. But we’re seeing a growing trend that isn’t talked about nearly enough. More RIA advisors than ever are quietly unhappy. Some joined small, entrepreneurial RIAs that were later swallowed up by large firms through M&A. Others are associate advisors who were promised equity that never materialized. And many seasoned advisors managing hundreds of millions, even a billion dollars, in assets are shocked to realize they’re earning less than they would at a wirehouse. In this video, I explain: • Why RIA dissatisfaction is rising • The most common frustrations advisors share with us • How RIA-to-RIA transitions can be far easier than most advisors expect • Why legal risk is often misunderstood • And what options actually exist if you feel stuck At BridgeMark Strategies, we help financial advisors objectively explore the broker-dealer and RIA marketplace to find the right combination of feel, fit, and financials, without pressure or bias. If you're a high-performing financial advisor or team that could use the non-bias help of one of the industry's most experienced transition consultants, please reach out to me. My services cost you nothing. I hope this helps. Thanks for watching! Don't forget to LIKE 👍 and SUBSCRIBE ✅ ---- ► Useful? Subscribe:    / @coreywalen   Apple Podcast: https://podcasts.apple.com/us/podcast... Spotify Podcast: https://open.spotify.com/show/278Ipmw... ---- Contact & connect with me: Text: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn:   / coreywalen   Website: https://www.coreywalen.com Corey Walen, Managing Partner Bridgemark Strategies