He joined his partners to break away and do things on their own terms.
My best advice
Once you’ve decided to transition, be patient. Even when your plans seem perfect, things can change. Your clients might prefer to work at a slower pace, but that doesn’t mean things are going south—it might just mean they’re busy! Stay calm and lean on your custodian. For me, working with TD Ameritrade helped manage my own expectations and stick to a realistic, but flexible, timetable. I didn’t regret my move into the RIA model—and neither did my clients.
Learn more about transitioning to the RIA model by contacting TD Ameritrade today!
Or call 800-934-6124
We’ll help you
Thinking of becoming an RIA, but unsure of the financial implications? Learn more about the potential benefits with our RIA Economic Evaluator.
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