Delivering A Modern Client Experience
The sum of everything we need to do in the world today is at our fingertips. Need to get somewhere? Call a car from an app. Want to buy groceries? Throw everything in a virtual cart and never leave your couch. Need a prescription from a doctor for a cold that won’t go away? Don’t…
The One Piece of Tech Every RIA Needs—But Isn’t Using
Technology advice for RIAs is everywhere, but most of it is wrong. As the Head of Internal Sales for Orion Advisor Solutions for almost 4 years, I helped hundreds of advisory firms build out their tech stacks and I can confidently say that most advisors begin the process with good intentions but the wrong focus.…
Common Exit Options for Retiring RIAs
Why did you start your RIA? Pretty much every advisor has an answer ready for that question. You may share your value proposition, mission or vision statement to give an idea of your firm’s why. Here’s a question that gets far less consideration: Why are you selling your RIA? Of course, there’s the obvious answer:…
3 Signs It’s Time for You to Retire from Your RIA
As a Registered Investment Advisor, you are part of an elite group of professionals who have a real passion for your job and a deep understanding of what goes into running a successful business. Chances are you left the wirehouse so you could have a more direct and transparent relationship with your clients and have…
Client Handoffs During an Acquisition: 4 Tips to Do It Right
When you’re ready to sell your firm, you are probably most excited about your next chapter, but also wondering how the transition will go after you leave. You’ve dedicated your life to building your firm into what it is today, and you want to see it continue to be successful—and you want to make sure…
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