Pete Secret, where he interviews Zach Morris, Managing Partner & Co-Founder of Paces Ferry Wealth.
What We'll Discuss:
The Move from J.P. Morgan to Starting an RIA: Why did this highly successful team decide to break away? We'll delve into the thoughts, planning, and steps to take for a successful launch.
Setting Up an RIA:
How challenging is it to set up, and what are the methods involved?
What due diligence is required to launch?
The pros and cons of different models like RIA/Indy/Wire.
Exploring options like Hybrid/Indy/join RIA/ start RIA.
Client service advantages in various models.
Is it a plug-and-play scenario?
Pete & Zach will be sharing their insight and expertise. Don’t miss this chance to learn from seasoned professionals about the strategic considerations involved in launching an RIA.
Spartan Advisory's mission is to educate wealth advisors on all their possible options from starting or joining an RIA, going independent, or going wire-to-wire.