Ask Brad – Lessons From a Dermatologist Practice

This is the latest installment of a regular column to answer questions from advisors who are considering transitioning to an RIA model. To see Brad’s previous articles, click here. To submit your question, please email Brad here.

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

I have been going to the same dermatology practice for over a decade.

Annual preventive skin checks have prompted me to visit the practice over a dozen times.

They are in a nice facility. The doctors are great. The front desk team is friendly. The brand is easy to remember. The insurance process is as expected.

A few years ago, though, changes started to occur. It was still in the same location, had the same brand, and had the same team members, but I could tell something different was occurring behind the scenes.