Call for Papers: The 2020 RIA Redbook

The Wealth Advisor announces a Call For Papers on practice management strategies and solutions for Registered Investment Advisors (RIA's).

Last year the number of SEC-registered investment advisors (RIAs) was at a record high of 12,993, up 3.3% from 2018. These firms served more than 43 million clients and overseeing $83.7 trillion in assets. 

And many of these firms are staffing up, with a total of 835,124 nonclerical employees, up nearly 4% from a year ago and 16% over the past five years. About half of these employees provide investment advisory services, up nearly 5% over 2018 according to a recent report In Barrons.

With over 400,000 advisors attached to these firms, the demand for advice and guidance on practice management is booming.

With no formal training other than qualifying for the FINRA Series 65 and 66 exams advisors are starved for knowledge on how to set up a practice, carry out marketing and maintaining compliance with the SEC and other ways to run their business.

TheWealthAdvisor.Com  - America’s Voice of the Financial Advisor Community has committed to publishing (starting this Spring) an authoritative guide based on a crowdsourced collection paper from within the industry on how to get things done, called The RIA Redbook.

If you are in the RIA industry and wish to receive priceless exposure, build your reputation, grow your business—and get PAID for a written contribution to do it—then we recommend you apply to become a contributor.

The RIA Redbook promises to become a breakthrough tool for helping advisors grow their enterprise and AUM—and we’re looking for brilliant content contributors like you to make this Guide extraordinary. 

If you currently have information, strategies, and resources—or you have the capacity to create something—we would love to showcase it in our first-ever print and digital editions. 

We’ll pay you $500 for any article or content piece we use. 

Submissions can cover any of the topics pertinent to advisors (listed on the cover and below) and should ideally range within 800-1300 words (flexible). Graphics are appreciated, but not essential, and we will handle all design and layout. 

Deadlines for submissions are March 30th and content contributors must be pre-approved before consideration. 

Details available in the “Get Started” tab to the right.

About the RIA Redbook

Whether you are:  

• An advisor (or an advisory firm) who wants more exposure and stature... 
• A trust company looking to build new relationships... 
• A TAMP looking for lucrative client leads... 
• Or any other individual or enterprise who works with financial advisors... 

The RIA Redbook is your chance to reach a captive audience of over 195,000 top RIAs who, on average, manage 2X the assets of the industry norm.  Your contribution can cover topics like: 

• Independent RIA services
• Asset custodian services
• Back office support 
• Investment management (TAMPs)
• Sales and marketing 
• IT provider support 
• Retirement services 
• Compliance services
• Trust services 

Sponsorship in this brand-new Guide is full—and we have strong promotions planned for it across 2020. This means, as a paid contributor, you’ll gain priceless exposure from the most engaged and successful group of advisors. 

And yes, RIA Redbook engagement will be higher than any other Guide we’ve produced—because it would take hundreds of hours searching in the best research library to find what’s packed into this new 300-page industry guide. 

Why Contribute?

Three compelling reasons: 

1. Significant exposure. This Guide will be promoted to over 195,000 top advisors and read actively by tens of thousands of advisors looking for solutions in 2020. If you are in the Guide as a contributor, you will be seen heavily by one of the most lucrative audiences in this industry. 
2. Expert reputation. In today’s competitive environment, it’s harder than ever to stand out and prove that you have unique expertise. But providing content in this highly engaged Guide will allow you to demonstrate your expertise to a captive audience of top advisors. 
3. Free lead generation. If accepted as a contributor, your content can include a closing call to action with your contact information. This will result in valuable leads for you from advisors who are interested in a relationship and/or services offerings from you. Given that quality leads can be worth hundreds of dollars—and considerable revenue if converted into clients—the financial upside is significant. 

Why the RIA Redbook Represents the Perfect Audience for Your Firm

Nobody knows RIAs better. This ensures that your trust company’s core message and unique offering reaches those who are most likely to become customers.

Here is a bit more about our audience: 

Ideal Demographics

Geography: All America-based, top 1-3% income earners 

Sizable: Over 195,000 highly-responsive RIAs and financial advisors

Elite: Average AUM of $146 million+ (more than 2x the industry standard)

Ideal Psychographics 

Selective: (carefully consider important decisions, focus on long-term relationships)

Action-takers: (industry-leading open 18-25%, click-through 7-8% and conversion rates)

Here are the Guidelines for submission: 

1. Must be high-quality, useful information supporting financial advisors—ideally in one of the categories listed above or on the cover of the RIA Redbook. 

2. Should aim for 800-1300 words, more or less is permitted if the content is well-written and valuable.  

3. Original/new content is preferred, however, it can be existing content that has already been published—provided it’s still relevant and valuable. 

Whether you have an idea for a new content piece you’d like to create—or you have something existing for submission—you can use the button below to begin the process.