Ep #55: Moving a RIA from Physical to Virtual and Having Multiple Office Locations
Behind The Advisor · Behind The Advisor
July 6, 201655m 2s
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Show Notes
On today's episode, Alan answers some of your listener questions from Episode 50 and speaks in detail about how he transitioned his business from in-person to virtual. He also goes in depth with the decisions and mistakes he made along the way, what he learned, and his recommendations for advisors looking to make the transition into a virtual business.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/55