Tools For Building Your Independent RIA

Advisors looking to break away to launch their own business know one misstep can shatter the best-laid plans. Therefore, each part of the process has to be handled with the greatest sensitivity—from securing business partners and clients, to evaluating office space, and implementing the right technology solution.

To support your pre-breakaway and ensure that your new firm is ready to serve clients on day one, we invite you to review the Tools for Building Your Independent RIA info kit. This information details questions to consider during the process and introduces you to our confidential, specialized implementation process for independent advisors. In addition, you will learn how the Black Diamond® Wealth Platform’s innovative technology can help breakaway advisors succeed.

Included:

• Industry Brief
  Planning for Technology Stack Success: Top Questions Advisors Should Ask Technology Partners
  
  
• Product Brief
  Black Diamond for Independent Advisors
  
  
• Recorded Webinar & Demo
  Building Your New Independent Firm
  
  
• Product Brief
  The Path to Independence: Technology Implementation designed to help you succeed
  
  
• Client Case Study
  Key Client Fiduciary Advisors
  
  
• Product Brief
  Advent Insurance Marketplace