Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

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Because the business model is similar to SaaS and it easier to maintain on regulatory standpoint

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BD route won’t approve most of your marketing

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You are your own boss, answer to no one and make 100% of the fee. Independent RIA!

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Started at EJ. Moved to Principal. Much happier!

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Any help would be appreciated.

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What is designation at Senior 1 level ??

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How do you advertise?

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