Building a successful RIA firm requires navigating complex decisions, from choosing the right custodian to developing internal succession plans. This exclusive 30-chapter guide distills the collective wisdom of 45 industry experts and 27 advisors into a comprehensive playbook covering every stage of your practice's lifecycle.
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Some of the things covered in this complete guide:
- When to leave a wirehouse, how to resign cleanly and steer clear of the legal traps that derail transitions.
- How established RIAs vet custodians and assemble technology that scales without bloating overhead
- Find a niche, identify minority deals, develop internal succession and engineering a profitable exit.
- Actionable insights to sharpen your strategy, whether you are in the early stages of planning or looking to scale your independent firm.