Sales Pro Insider

How Independent Is Your Independent RIA?

Fee-only RIA firm founders share growth strategies and pitfalls in a qualitative survey.

Did you know that 63% of fee-only RIA owners reported that their firm wasn’t positioned to grow to the level they envisioned independent of their own efforts?

Learn valuable growth strategies and pitfalls to avoid from peers in firms like yours.

  • What works for lead generation and growth?
  • Where are firms investing their money?
  • What’s the plan to reach the next stage?

Also, discover key findings from a supplemental survey regarding the impact of COVID-19 on fee-only firms.

If you would like to discuss the findings of the research, additional insights from the interviews, or to have a one-on-one conversation focused on your sales efforts and growth opportunities, please schedule a 30-minute Sales Strategy Conversation with our founder, Nancy Bleeke.

Schedule a time with Nancy here or simply call (414) 235-3064.