Comprehensive

RIA Match Concierge Consulting Comprehensive

For those who require an extra level of service, RIA Match Concierge Consulting provides expert guidance and a consultative approach to manage your goals every step of the way.

RIA Match Concierge Consulting Comprehensive offers exclusive end-to-end management of your firm’s succession planning or growth goals. Our high touch service is provided by a suite of industry experts and leverages the RIA Match platform. We will navigate you through the entire process and communicate with you regularly.

The RIA Match Concierge Consulting Comprehensive program consists of:

• 1-hour Introductory Interview
• Complete RIA Match profile
• Manage the RIA Match Platform for your firm
  • Narrow your matches based on interview intel and platform’s functionality
  • Share profiles of interest with the advisor
  • Conduct correspondence on the RIA Match platform
  • Monitor your account weekly for new matches

• Bi-Weekly RIA Match Concierge Summary Report emailed to client
• Bi-Weekly call with client to discuss results

• Preview ADV and/or FINRA Broker/Check report on match finalist
• Preliminary screening calls with match candidates to validate worthiness
• Candidate searches will be conducted both on and off platform
• Correspond with matches on client’s behalf
• Coordinate and participate in Match calls with client and match
• Coordinate Match Intro Meetings and participate  – phone calls are included in the program fee; travel / onsite expenses are optional
• Coordinate negotiation; bring in third party resources as needed

Pricing:

$250/ hour, 4 hour per month minimum Monthly fee* in addition to a 3% success fee.                                                                                                       

Resources:

RIA Match FAQ

* 3 month commitment required