Two client letter templates (formal + casual) for firms launching their own RIA.
Independence Profile Scorecard (Worksheet)
A one-page scorecard to help you match your goals and temperament to the right independence model—build your own RIA, supported independence, or joining an existing RIA.
Client Communication & Retention
Client Communication & Retention Keep clients calm, confident, and connected before, during, and after a transition. Most client losses during transitions don’t happen because clients “hate change.” They happen because clients feel uncertain about what’s changing, what’s not, and what they need to do. This hub gives you a clean communication approach so clients feel […]
