Client Retention Strategies With Shelby Nicholl [Episode 345]

In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Registered Investment Advisor (RIA) model. They explore the realistic timeframes for making the move, the importance of due diligence, and the various options available, including RIA platforms. Shelby emphasizes the significance of proper messaging and client retention during the transition, as well as the necessity of compliance and the benefits of hiring a compliance consultant. The conversation also highlights the RIA Launch Accelerator program, designed to assist advisors in navigating the transition process effectively.

Client Retention Strategies With Shelby Nicholl [Episode 345]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Shelby Nichol: Website | LinkedIn - Learn More about our Coaching Programs