Welcome Fellow Advisor!
RIA was created to assist new practitioners just starting out the financial advisory/planning industry as well as experienced advisors transitioning from a captive agent/RR role into one of freedom and independence. Whether you are just interested in learning more, frustrated with the status quo, need to change your practice to pursue long-term goals, or are actively looking for help/advice in starting your own independent firm - We are here to help you!
In all we do, we are dedicated to the motto: "Advisors, serving clients, not corporations."
If you are reading this and made it this far then you probably have serious doubts and questions about where you want to go with your career and firm. Congratulations! It took many of us 10-20 years to get this far and finally come around to saying, "how can I do this better?" How can we as a profession do better for our clients and build great businesses that we create "win-win" situations for all stakeholders? We are dedicated to helping you find the business model that is best for you and your clients and we have many advisors that would be happy to guide you towards the independence and freedom that many of us have already found.
Proud Supporter/Member:
What We Can Offer:
Best Practices
As you have already probably learned in your life and practice, direct experience is one of the best ways to learn how things really work and effectively implemnt them into your actual life and business. We’ll share with you what we’ve learned about the best and most efficient ways to run your new practice.
Start-Up Information
Get all the info on how your start-up can get off the ground and running. What custodian to choose, what technology partners, how do you do compliance and a whole laundry list of things that most advisors don’t even know where to start…
Connect With Resources
There’s no shortage of information out there, but organizing it and using it effectly is daunting in today’s day and age. Find out which information and resources are worth your time and which are time/resource wasters.
Peer Mentoring/Advice
We’ll connect you with other advisors who have successfully gone independent, opened their own RIAs, and/or joined existing independent firms so that you can learn from their experience and wisdom.
Business Plan Development and Review
Consult in the creation, development, and refining of a business plan that will help your business succeed.
We are all generally very busy business owners as well so we cannot build it for you but we will help you sort the chaff to make sure you build a plan that is actually actionable practical and possibly even help you to attain funding.
Grants And Assistance
COMING SOON!
This is an area that we would like to see come operational for 2017. As of now, rebel Financial gives 5% of profits to the cause and maybe additional RIA firms will give back (pay forward) in the future, but what we’re hoping to do in the coming years is get some of the large institutional financial firms that support independent RIAs to donate generously so that we can give out 1-10 start-up grants per year to those most deserving.