Deciding to go independent and become an entrepreneur is not an easy decision to make. You will take on added responsibilities and spend more hours nurturing and developing your new business, but you are doing it for a very good reason. You want to help your clients by shaping your business to their needs without the bureaucracy, the conflicts of interests, and self-dealing inherent in the large investment banks.
We understand this need for independence and will help you achieve it. Over the past ten years, we have worked with countless advisors teams on their transition to independence and hybrid independence with other RIAs or aggregators.
It is never easy or uncomplicated, but we have refined a process that gives you control over the many options you have and provides you with a feeling of confidence. You are working with a firm that has the experience to guide you and your team to the next level.
We work with some of the best legal, marketing, and custody firms in the RIA world. We coordinate all of our efforts to provide a smooth, flawless transition, so you don’t have to. Yet you are in control and will make the final decisions about how your new firm will operate, what its identity will be, and how it will be communicated to your clients and prospects.
With The RIA Works, you can rest assured that doing what is best for our clients remains our number one priority. We will be with you every step of the way to provide guidance, expert advice and counsel.
We invite you to learn more about our services here on our website and to discover how we can assist you.
Founder and CEO