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Meet Our Concierge Consultant, Grier Rubeling

Added on November 2019 in Plan for the Future
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Summary: My name is Grier Rubeling and I’m joining the RIA Match Concierge Team. I’m based out of the Raleigh-Durham area of North Carolina and I’ve been in the industry for over a decade working with advisors in client services, operations, and transition support. I look forward to assisting you in meeting your succession planning and growth goals. If you’re not familiar with the Concierge offerings that RIA Match provides, email me at concierge@riamatch.com to find out more

Diversity Doesn't End at Hiring

Added on October 2019 in Plan for the Future
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Summary: Among the challenges facing the financial services industry, one stands out to me: a historic inability to attract and retain diverse talent.

There Is No Good Excuse for Failing to Have a Contingency Plan

Added on October 2019 in Plan for the Future
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SummaryWhether it’s hurricanes like Dorian that routinely pummel the Southeast and parts of the Atlantic coast or the wildfires that wreaked havoc up and down the West Coast last year, summer has a way of reminding everyone in our industry about the importance of having a disaster recovery plan.

New York City Financial Planner Looking for Right Opportunity

Added on October 2019 in Plan for the Future
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Summary: I am a financial planner with almost a decade of experience, ultimately looking for an opportunity to work "on" the profession of financial planning rather than "in" the profession.  In the short-run, I am happy to be an advisor and continue to hone my craft.  In the long-run, I hope to elevate beyond typical client work and increase my potential impact to the firm and the profession.

The Right Ways to Pass the Torch

Added on September 2019 in Plan for the Future
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Summary: Over the years working with independent advisory firm owners, I’ve seen what works — and what doesn’t. One area where my experience has been particularly enlightening is succession planning.

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