HOW INDEPENDENT IS YOUR INDEPENDENT RIA?

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Option A
Option B

Sneak Peak

Is the firm’s service focus so engrained in their culture that business development and sales are perceived as negative? And does this prevent the advisors from willingly committing to business development efforts?

If the answers to the questions above are yes, is this situation limited to only a few firms, or does it reveal a systematic challenge within fee-only advisory firms? For those firms that have successfully reached the next stage of growth despite encountering problems experienced problems:

  • How have they tackled this challenge effectively?
  • What are some of the best practices of founders/owners who have invested their time, money, and energy to bring their firm to a point of continued growth, independent of their personal efforts?  
  • What was tried and didn’t work?

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In case you’re wondering: We funded this study ourselves to remove any biases as we examined what it takes to grow your firm independent of your efforts.