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New Subscriber Update - January 2025

Added on January 2025 in Blog
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Connect with New Advisors and Expand Your Network

We’re excited to share a list of advisors who have recently joined RIA Match! These new profiles represent fresh opportunities to collaborate, build relationships, and achieve your business goals.

Take a moment to log into your account to:

  • View their full profiles.
  • Send them a message directly through the platform.
  • Start conversations that could lead to your next big step in growth or succession planning.

Don’t miss out—connecting with like-minded advisors has never been easier.

P.S. Haven’t completed your own profile yet? Complete it today to ensure you’re visible to others in the matching pool.

5 Tips for Leveraging Online Dating Best Practices for Success on RIA Match

Added on February 2024 in Blog
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Unveil the Three Faces of RIA Match: Navigate Client Personas for a Fulfilling Experience

Added on January 2024 in Blog
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Welcome to the dynamic world of RIA Match, where financial advisors of all types converge in search of meaningful connections. As with any online platform, users exhibit diverse behaviors, forming distinct personas that shape their experience. In this blog, we'll explore three client personas on RIA Match: 'The disillusioned,' 'The dabbler,' and 'The super user.' We'll delve into specific actions each persona can take to enhance their journey on the platform.

Are you prepared to be a player in the M&A game?

Added on July 2023 in Blog
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What are the 5 Biggest Challenges in M&A?

Added on June 2023 in Blog
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RIAs (Registered Investment Advisers) can face challenges and potential failures in the context of mergers and acquisitions (M&A) for several reasons. Here are some common factors that can contribute these challenges.

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