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AI Is Eating Wealth Management for Lunch. Here's How to Stay at the Table

Added on February 2025 in Thought Leadership
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Summary: Artificial intelligence is eating the world. And for many people, it's already replacing Google in their daily lives.

The other day, my car sensor went off. Instead of wasting hours at the dealership — driving back and forth, waiting and probably overpaying — I pulled up ChatGPT. I described the symptoms (using voice transcription, not even typing), and seconds later, I had a clear solution. Fifteen minutes later, the problem was fixed. No hassle, no unnecessary expense.

New Subscriber Update - January 2025

Added on January 2025 in Blog
1 visitor like this article | Viewed 3441 times | 1 comment
 

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.

How To Make Your Compliance Department A Strategic Partner

Added on March 2024 in Manage Your Practice
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Summary: Concurrent CCO Describes A Collaborative Approach To Compliance And Three Steps To Establish A Compliance-As-Partner Culture

 
 

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
3 visitors like this article | Viewed 6986 times | 0 comment

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.

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