So, Gabe, when you're making a transition like this, it can be daunting if you don't have a plan. We'll focus in three key areas to help you design, build, and make the transition. In this conversation, we'll review key considerations to make to successfully become a fully independent RIA. We've both worked at and with advisory firms who have navigated the transition to become fully independent RIAs. I'm Shauna Mace, Head of Practice Management, and I'm here with Gabe Garcia, Head of RIA Experience.
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