8 See yourself as an RIA.
RIA LAUNCH GUIDE
8 steps to help
you make the
transition:
1. Define your vision and goals.
2. Find a legal and compliance partner.
3. Develop your business plan.
4. Select your key partners.
5. Create your brand, website, and marketing collateral.
6. Develop a transition timeline.
7. Prepare client paperwork.
8. Communicate the change.
