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How I Became an Independent RIA
What leads investment advisors to choose the Registered Investment Advisor (RIA) model? And what is their transition like? Investment advisors take many different paths to independence but often share the same fears, doubts, and excitement. Will my clients come with me? What’s it going to take to make this happen? Can I build a legacy firm? Host Jerry Cobb shares investment advisors’ stories of how they conquered uncertainty on their journeys to success. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab. Visit us...
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Recent Episodes
At 41, Jesse Giordano was at the top of his career. But he didn’t feel like it. He was no longer happy—and it was taking a toll on other relationships in his life. Then he launched his own firm and took back control. Learn how going independent can be emotionally—and financially—uplifting. Your...
Published 04/01/20
Published 04/01/20
When the 2017 California wildfires threw their clients’ lives into disarray, Jim Aljian and Jessica Markarian were there for them—in ways the pair could not have been before going independent. Learn how operating an independent RIA firm gives investment advisors the flexibility to serve their...
Published 04/01/20
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