Ep #55: Moving a RIA from Physical to Virtual and Having Multiple Office Locations
On today's episode, Alan\xa0answers some of your\xa0listener questions from\xa0Episode 50\xa0and speaks in detail about how\xa0he\xa0transitioned his business from in-person to virtual. He also goes in depth with\xa0the decisions and mistakes he made along the way, what\xa0he learned, and his recommendations for advisors looking to make the transition into a virtual business.
You can find show notes and more information by clicking here:\xa0https://www.xyplanningnetwork.com/55
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