An Inspired Perspective with Brad Wales Founder of Transition to RIA

Professional referrals made up 55% of advisory firm organic growth in 2020 according to InvestmentNews Pricing & Profitability Study!

Interested to learn how other professionals are developing centers of influence (COIs)? Brad Wales, founder of Transition to RIA revealed how he has grown his COI network to over 50 high-quality partners! You may not need 50 but if you're looking to develop for a handful of great professional partners this conversation is for you.

Brad provides a number of useful tips including, how to make the most out of a first meeting and continue to stay top of mind months later.

Don't miss the conversation starting at minute 15! We discuss one of the most important aspects of getting referrals, something everyone should be ready to speak to.

Thank you Brad for your Inspired Perspective!

If you are a financial advisor looking to transition to the RIA channel talk to Brad. He is a wealth of knowledge and brings a strong ecosystem of partners to the party (also, he has A LOT of resources on his website).