Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
The Do's and Don'ts of Socializing With Clients This Summer
Added on July 2020 in Manage Your Practice
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Summary: The big question is: Can I socialize with anyone during the summer?
Life in some places is getting gradually closer to normal. Maybe it won’t be exactly the same, but humans are social. We like to see people, meet and greet our friends.
Business continuity planning is top compliance concern for advisory firms
Added on July 2020 in Plan for the Future
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Summary: As investment advisory firms cope with disruptions caused by the coronavirus pandemic, business continuity plans have become their top compliance concern, according to a report released Friday.
Episode 77: DealQuest's BEST OF Leading Women in the RIA Industry
Added on July 2020 in Thought Leadership
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Summary: In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including –
A Market-Cooperative Business Model
Why The Best Deals Require the Best Partners
RIA Matchmaking
And more!
Seller Preparedness eBook
Added on July 2020 in Blog
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Both Qualitative and Quantitative Components are Crucial for Success
A well-organized seller with clarity of purpose will be able to efficiently vet buyers and select a finalist to hand off the baton of their life’s work.
Get your copy of the Seller Preparedness eBook, a comprehensive guide to succinctly promote your firm and target the best suited buyers, by identifying your key differentiators and succinctly promoting your core attributes and value proposition.
Email us at support@riamatch.com to get you free copy today.
The practice of the future
Added on July 2020 in Manage Your Practice
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Summary: What a difference a few months can make! In March, we seemed deep in bear territory, and COVID-19 appeared to be sweeping across the country unchecked. As I write this in June, the market has come back strong, and, while we are keeping an eye on localized outbreaks, states are cautiously reopening businesses, restaurants, stores, and services.
