What’s it really like to leave the broker-dealer world and become an independent Registered Investment Advisor (RIA)? In this episode, Minh Vo sits down with Brett Cristiano of Verus Financial Group to talk about his personal experience making the transition. Brett opens up about what motivated the move, the pros and cons he’s discovered along the way, and how becoming an RIA has impacted both his clients and his career.
If you’ve ever wondered what it takes to break away from a traditional firm, what the RIA landscape looks like, or whether this path might be a good fit for your practice, you won’t want to miss this conversation. Brett shares honest insights, lessons learned, and advice for financial planners considering their next move.
Tune in, learn, and see if the RIA route is right for you.
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