How do you make the most of your RIA Match subscription? Whether you’ve just started with us, are returning, or a long-time subscriber, here are 4 steps to ensure success:
Week 1: Make sure your profile is complete, up to date, and includes a My Story. We share New Subscriber Profiles and My Stories by email blast and social media.
Need more help:
RIA Match - How to Complete Your Matching Profile | RIA Match - How to Edit Your Matching Profile | RIA Match - How to Complete "My Story," The Open Text Box | RIA Match - How to Write and Post 'My Story'
Week 2: Refine search based on your criteria; goals, geography, and activity. Use the Advanced Filter to narrow your match results.
Need more help:
RIA Match - How to Use the Advanced Filter | RIA Match - How to Sort Your Match List by Profile Activity
Week 3: Message other subscribers. Communication is key and there are different ways.
Need more help:
RIA Match - How to Use Your Contacts Wisely | RIA Match - What is an Indication of Interest? |RIA Match - How to Use Your Toolbox
Week 4: Dialogue is a process. The better you understand the platform and commit to using it the better your experience will be.
Need more help:
RIA Match - How to Refine Future Matches | RIA Match - RIA Match Tools | RIA Match - How to Choose a Plan
Finally, we’re help to help! Contact us if you have questions or we can provide advice along the way.
