4 See yourself as an RIA.
IS GOING RIA RIGHT FOR ME?
Not sure if you're ready?
These resources can help
you decide.
It's important to understand what you may gain, or possibly lose, by going
RIA. Ideally, you want to be in control of your decision. You never want to
feel that your situation is dictating how you proceed. If you think you will
eventually become an RIA, consider what you can do today to set yourself up
for a successful transition.
We see many advisors who make multiple transitions before ultimately going
RIA. What if you could expedite the journey?
You may find certain areas are non-negotiables, especially the Four C's. Once
you're clear on what is motivating you to make a change, use this intel to
determine:
• What's my time frame for making the transition?
• What are my top priorities to achieve my ideal future?
• What resources do I need to make this transition?
Complete our Should I Go RIA?
checklist and pay close attention to
your areas where you answer yes.
Explore the interactive RIA Profit
and Loss Modeler to determine if
the economics make sense.
