Wed, Jan 22
|Location is TBD
WEBCAST - Wirehouse to RIA in a $0 commission world
If you're curious about the RIA model and are considering breaking away from the wirehouse, this is your chance to learn how.
Time & Location
Jan 22, 2020, 4:15 PM – 5:15 PM EST
Location is TBD
About the event
Wirehouse to RIA in a $0 commission world Wednesday, January 22, 4:15 p.m. ET
Join David Abell of BreakSafe and Scott Collins of TD Ameritrade Institutional as they walk through the most frequently asked questions, common challenges, and different ways to move forward. This webcast will feature first-hand experiences from Mark Thatcher of Keystone Wealth Services, an independent RIA who successfully made the transition from a wirehouse. You'll also hear from David Abell of BreakSafe about ways to maintain the value of your post-break business.
Attend this webcast to learn more about:
- Breaking away while maintaining business value
- Milestones and transition timelines for making the move
- Your current employment agreement and the broker protocol
- Planning, resigning, and building an independent practice