Happy Autumn! This issue is for Basic Plan subscribers at RIA Match. There is much you can do as a free subscriber. We want to make sure you use all the features available to you. I started out as an advisor decades ago and designed the RIA Match platform from the perspective of the advisor. We want to give you the tools you need to make good decisions on growth, succession planning and NextGen recruiting. In this issue we share with you 3 facts to help you get the most from your RIA Match subscription.

Send Indications of Interest (IOIs) for FREE

An Indication of Interest (IOI) is like winking or poking on other social sites.
When you see a profile on your Match List that interests you...

  • Click on the profile number and review their profile.
  • Note the last time they logged in, their search objectives and their personal and practice information.
  • On the top right, rate them 1-5 stars
  • In the toolbox on the right, click to send them an indication of interest.
  • Watch your daily update emails to see if they return the interest.
  • See who has sent you an IOI on your Match List, use the Sort My Matches feature.

Here's a quick video on IOIs
It’s that easy and it’s free.

Upgrade and Downgrade on a monthly basis

  • Move between the free Basic Plan, the Personal Plan ($29.95) or the Premium Plan ($49.95)
  • The low cost platform is designed to be flexible to fit your needs.
  • It is very easy to upgrade and downgrade.

Here's a quick video on upgrading and downgrading.

Use this 1 month FREE coupon to upgrade

When you use the coupon to upgrade, you get all the benefits of a paying subscriber.

  • See the complete profiles of your matches
  • Send and receive messages
  • Save notes
  • See who has viewed your profile (Premium Plan)

The coupon is valid for either the Personal or Premium Plans


Statistics on your Matching Pool as of 10/7/14:

  • 1600+ subscribers
  • Located in 45 states
  • Subscribers have sent over 13,000 communications.
  • 80% of paying subscribers have initiated dialogue with matches.


If you are just joining – some things you should know:

  • It takes about 25 minutes to complete your profile.
  • You can edit your Matching Profile anytime. Here's a quick video.
  • Matches are run every hour.
  • Once a profile is created, you are placed in the matching pool and your Match List is automatically populated with people and practices that share your objectives.
  • Be sure to check out our Support section which has many 1-2 minute help videos.

We want to continue to improve the user experience. Please share ideas about what you like, and how to improve. We’d love to read what you think. Contact us.

Please feel free to contact us with any questions you may have. 
We trust you will meet other advisors and firms on the site who share your vision and goals.
All of us at RIA Match wish you continued success!

Mary Ann

PS Haven’t completed your profile yet?
Your matches await! Start connecting today!
Contact us if you have questions.