He joined his partners to break away and do things on their own terms.
My best advice
Planning up front will also give you an opportunity to better research the RIA model and get a clearer idea of what life will be like moving forward. The process may not always be easy, but for us, it was worth it in the end. Because when it’s all said and done, you can look back at everything you’ve accomplished and think, “Wow. Look how far I’ve come.”
Learn more about transitioning to the RIA model by contacting TD Ameritrade today!
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Become an RIA in
From choosing the right business model to helping your firm thrive after transition, you may have a lot of questions about becoming an independent RIA. Get the answers you’re looking for in our guidebook, Becoming an Independent RIA.