EP 003: Should I Affiliate With a Corporate RIA?

EP 003: Should I Affiliate With a Corporate RIA?

In this episode, we talk about the basic structure of affiliating with a corporate RIA rather than starting your own RIA. Many people think they lose control of their business by doing it this way, but that's simply not true. Find out if rolling up under a corporate RIA makes sense for you! Learn more about what we do at: www.cpatofa.com

EP 002: Starting Your Own RIA

In this episode, we'll dive deeper into the process of starting your own RIA. Compliance, technology, custodians and more! Visit www.cpatofa.com to learn more about adding or growing a financial advice division inside of your tax practice!

EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors

In this episode, you'll learn more about revenue sharing agreements with financial advisors. How does a revenue sharing agreement work? How can I get a solicitation agreement? What licenses do I need to share revenue with a financial advisor? And, most importantly, what are some of the pros and cons of using a revenue sharing model? Visit www.cpatofa.com [www.cpatofa.com] to learn more about adding or growing a financial advisory division inside of your tax practice!