Independent RIA

294 members
This bowl is a forum for Independent Registered Investment Advisors to share ideas or just banter.

Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .

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For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

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Anyone using remote marketing consultants for social media seminar promotions or creating online content?

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Is riskalyze worth it as a lead gen tool?

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Anyone work with Carson Group? If so share experience

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Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

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Valentines Day - what do you guys do for your widowed clients?

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Just made the move from a wirehouse to join an RIA! So excited!

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Has anyone used Smart Asset for lead generation?

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RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

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Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

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Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

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How do you advertise?

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