For the first time ever, there is a complete manual for RIAs: The RIA Redbook 2020. It is the first and only guide of its kind, and is poised to become the ultimate resource for RIAs and service providers, who will use it to expand their knowledge, grow their enterprise, and acquire more assets under management.
The RIA Redbook is the ultimate, all-in-one guide for top financial advisors and the service providers who use them. It saves time reading everything.
It’s a complete manual for RIAs that will help fill in gaps in advisors’ knowledge, and allow them to master critical areas. It advises on how to deal with banks, consolidators, private equity firms, clients, trust companies and every sort of relationship a modern RIA might have.
In this brand new guide, you’ll find a detailed review of how to maximize different aspects of the RIA business, whether you’re independent or institutional. This includes breaking away, investment solutions, turnkey asset management programs (TAMPs), trust services, building and managing a team or organization, outsourcing, and more.
For providers, The RIA Redbook is the most direct way to reach a highly-qualified, fully engaged group of top RIAs who are looking for the services your firm provides. Providers will benefit from the decade of trust and the relationship The Wealth Advisor built with our audience of over 195,000 advisors. .You will start your business relationship off on the right foot.
The average RIA in our audience manages roughly $146 million in client assets—more than 2x the industry standard. And 71% have not yet partnered with a single trust company and are looking to form a new relationship.
The RIA Redbook will be THE “go to” resource for high-level financial advisors who want to learn how to grow faster, find new service providers—and build new relationships.
This guide will help RIAs in every aspect of their business. From providing information on how to form your own firm and what you’ll need in back office support, to help with choosing custodians, IT platforms, and client retirement income products, The RIA Redbook will be the guide every advisor uses.
It would take hundreds of hours searching in the best research library to find what’s packed into this new 300 page RIA industry guide. The RIA Redbook is designed to help advisors maximize all aspects of their business.
Become part of the The RIA Redbook 2020 and reach America’s top RIAs and their wealthiest clients. We project that two-thirds of our RIAs will consult our guide before making key decisions, which means you’ll become a trusted resource for RIAs. It will help you build your brand reputation among RIAs, as this guide is limited to just 100 providers who are focused on providing top-quality service to our RIAs. The RIA Redbook is positioned to become THE go-to resource for high-level financial advisors who want to learn how to grow faster, find new service providers—and build new relationships.
Plus, you’ll also receive coverage for a year plus thousands of sales leads generated from Red Book PDF downloads.
The RIA Redbook 2020 Is The Game Changer Financial Advisors Have Been Waiting For, so don’t miss your opportunity to be a part of it.
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