9 See yourself as an RIA.
RIA LAUNCH GUIDE
Step 1: Define your vision and goals.
Benefits of going independent can include greater control and an improved client experience.
Your success is personal, so take some time to define what it looks like for you and your business.
Clarifying your vision can help you build your ideal business from the start—and be helpful in
communicating with clients and your team.
How would you describe your ideal business in terms of size, scale, and focus?
What do you envision is your role in the business?
How do you define work-life integration?
What type of experience do you want to deliver to clients?
What is your time frame for launching your RIA?
What type of culture do you want to establish for your firm?
What do you want your business to look like in five years?
