On the week after your transition, you can’t just say, “I’m done” and go back to business as usual. You now have new responsibilities. Your business will require administration, marketing, strategy, insurance, human resources, accounting, IT, compliance and managing a host of resource partners such as your custodian, legal adviser and broker-dealer. Not to mention engaging in best practices and creating workflows.
The RIA Edge provides your business with ongoing support. Consider us your Chief Operations Officer (COO). We will handle your ongoing vendor reviews, staffing roles and responsibilities, human resources criteria, technology research, marketing updates, reviews and recommendations, and ongoing client issues that may require compliance or legal reviews.
On the client side of your business, we can help you develop your service model, segment your best clients, provide unique services and make clients feel appreciated.
Is your business big enough to hire a full-time COO, or should you try to do it all yourself? The RIA Works provides you with the perfect solution for right now.