The RIA Space: Freedom and Flexibility Maximized




The Diamond Podcast for Financial Advisors show

Summary: Advisors with their sights set on the highest level of freedom and flexibility, plus the maximum ability to build long-term enterprise value, owe it to themselves to take a closer look at the RIA model.<br> In this episode, Mindy focuses specifically on the RIA – Registered Investment Advisor – model, which offer advisors the maximum in freedom, independence, control, customization, open architecture and client-centric holistic practice capabilities.<br> <br> In a <a href="http://www.diamond-consultants.com/exploring-the-independent-broker-dealer-model/">previous podcast episode</a>, Mindy shared information and insights on the <a href="http://www.diamond-consultants.com/exploring-the-independent-broker-dealer-model/">IBD</a> or <a href="http://www.diamond-consultants.com/exploring-the-independent-broker-dealer-model/">Independent Broker Dealer model</a>, and how it differs from the RIA space. Listen in to get a better understanding of how the features of the RIA space can benefit those advisors who have a strong entrepreneurial mindset, and the different opportunities for building one's business.<br> <br> Mindy offers the following:<br> <br> * A clear description of the RIA and RIA-Hybrid models<br> * An understanding of what the RIA experience is like<br> * Key characteristics and benefits for advisors<br> * A process to help guide you through strategic exploration<br> <br>  <br> <br> <br> <br> <br> <br> Related Resources<br> <a href="http://www.diamond-consultants.com/6-key-reasons-ibd-advisors-moving-ria-world/">6 Key Reasons Why IBD Advisors are Moving to the RIA World</a><br> For IBD advisors who feel they may have outgrown the space, there’s a real case to consider the next stage of independence. <a href="http://www.diamond-consultants.com/6-key-reasons-ibd-advisors-moving-ria-world/">Read -&gt;</a><br> <br> <a href="http://www.diamond-consultants.com/ibd-vs-ria-way-advisor-go/">IBD vs. RIA: Which way should an advisor go?</a><br> 5 differences – and potential limitations – every advisor should understand before they decide. <a href="http://www.diamond-consultants.com/ibd-vs-ria-way-advisor-go/">Read -&gt;</a><br> <br> <a href="http://www.diamond-consultants.com/math-behind-move-independence/">The Math Behind the Move to Independence</a><br> Why so many advisors are going independent, even with stiff competition from hefty brokerage firm transition deals. <a href="http://www.diamond-consultants.com/math-behind-move-independence/">Read -&gt;</a><br> <br> <a href="http://www.diamond-consultants.com/every-advisor-wants-4-legged-stool/">What Every Advisor Wants: The 4-Legged Stool</a><br> Independence has become the industry’s hottest ticket, solving 4 key requirements with a level of stability that advisors are growing increasingly comfortable with. <a href="http://www.diamond-consultants.com/every-advisor-wants-4-legged-stool/">Read -&gt;</a><br> <br> <a href="http://www.diamond-consultants.com/wp-content/uploads/2015/07/BusinessModelComparisons_BD_RIA_2015.pdf">Business Model Comparisons</a><br> [PDF] Which best fits your goals? <a href="http://www.diamond-consultants.com/wp-content/uploads/2015/07/BusinessModelComparisons_BD_RIA_2015.pdf" target="_blank" rel="noopener noreferrer">Download -&gt;</a><br> <br> <br> <br> This podcast is also available on...<br> <a href="https://itunes.apple.com/us/podcast/mindy-diamond-on-independence-for-financial-advisors/id1305878240" target="_blank" rel="noopener noreferrer"></a>           <a href="https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZGlhbW9uZC1jb25zdWx0YW50cy5jb20vZmVlZC9wb2RjYXN0Lw==" target="_blank" rel="nofollow noopener noreferrer"></a>           <a href="https://www.youtube.com/playlist?list=PLKAolLWTGV8bpCuZIN4qW5-5JL9GknDG7" target="_blank" rel="noopener noreferrer"></a><br> <br>  <br> <br> <a href="http://www."></a>