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Strategy 1—
Focus your growth

Strategy 2—
Find and build your community

Strategy 3—
Simplify your tech

Free video guide

It’s never been easier to start your own RIA. Everything you need to launch and scale your business, all in one place.

I wish I had done it sooner.

1. Guide  How to navigate the 4 strategic challenges of going independent: compliance, custody, tech, and the client transition, with a bonus section on RIA economics.

2. 5-day email course  Business owner basics to smooth out the move from employee to entrepreneur — legal, finance, insurance, and set up in less than 5 minutes of reading per day.

3. Timeline & Checklist  A tactical printout of all the to-dos (and when to do them) to get your RIA up and running in less than 120 days.

Your journey to independence starts here. Get your RIA up and running fast (and economically) with comprehensive wisdom from industry veterans.

What are you waiting for? It's free.

Download the kitDownload kit

Join the 1,500 other financial advisors who made the leap and started their own RIA last year.

Those who made the move to independence:


report a better quality of life.


say the transition was easier than expected.


say separating helped their bottom line.


say technology is better than expected.

Our 3-in-1 RIA Launch Kit breaks it down for you. Here's what's inside.

#1 thing advisors say after making a move to the RIA model.1