535: Transition to RIA with Brad Wales
535: Transition to RIA Brad Wales, Transition to RIA– The Sharkpreneur podcast with Seth Greene Episode 535 Brad WalesBrad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website he has over 35+ videos, whitepapers, as…
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