Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales

One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert.

In this episode, Matt talks to Brad Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several aspects of his business and how much value outsourcing adds to his services.

You will learn:

  • Brad’s proven techniques for building trust with clients before you meet for the first time
  • How to ensure that you refer your clients to a professional who’s truly capable of helping them
  • How Brad outsources several key areas of the RIA transition process to provide expert services to clients
  • Ways that a flexible business model can help you gain a competitive edge
  • And more!

Press play to learn how to increase client referrals and gain the advantages of outsourcing!


ProudMouth | Matt Halloran on LinkedIn | Brad Wales on LinkedIn | Transition To RIA |Transition to RIA Podcast, Q34: What Kind Of RIA Compliance Consultants Are There To Choose From? | Calendly | MarketCounsel | AdvisorAssist | RIA in a Box | Salesforce | Redtail

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