Transition into an independent RIA firm
Business Coaching for RIA Launches: Empowering Financial Advisors and Wealth Management Firms for Growth - Learn How to Start an RIA
Business Coaching for RIA Launches: Empowering Financial Advisors and Wealth Management Firms for Growth - Learn How to Start an RIA
With the rise of firm consolidation through mergers and acquisitions, how to start an RIA has sparked a wave of independent financial advisors to leave the large firm and hang their own shingles. One of the main reasons a financial advisor leaves ‘”Big Brother” B/D is greater independence and control over their own practice, desire to offer more personalized services, potential higher income and much more!”
Atlas Park Consulting is a trusted partner and coach for financial advisors transitioning from other service models to the independent RIA (Registered Investment Advisor) model.
Business Planning
One on one support to develop your plan
Services Model Planning
Developing Your Service and Pricing Model
Launch Planning
Ability to start working with clients and start generating revenue
Are you ready to Start and Launch your Independent RIA confidently?
Our RIA Launch Success Path is a comprehensive program designed to provide financial advisors with all the tools, resources, and support they need to strategically start their own Registered Investment Advisor (RIA) firm. It covers various aspects of the RIA startup process, from (business planning, building your service model, navigating compliance, understanding operations and getting ready to work with clients.)
Navigating you through the complexities of starting an RIA firm
Here’s the challenge Transitioning to RIA Model is uncharted territory, and it has you feeling lost.
As a financial advisor with a burning desire to start your Registered Investment Advisor (RIA), you may be experiencing a mix of excitement and trepidation as you venture into uncharted territory.
Whether you’re a career changer transitioning into financial planning, a breakaway advisor seeking freedom from corporate red tape, or a professional contemplating leaving consistent paychecks of your current RIA employer, the unknown can be both exhilarating and scary.
However, as you explore your options, you discover our RIA Launch Success Path and suddenly feel a sense of relief. Our approach is grounded in strategic business coaching, operations expertise, accountability, and an unbiased perspective on your business. We are committed to being your trusted partner, offering guidance and support as you take the leap toward independence.
With our expertise and insights, you start to see a clear path forward. The challenges that once felt overwhelming now seem manageable. You feel empowered and confident, knowing you are in the right place to fulfill your entrepreneurial aspirations. You can establish an RIA practice primed to open its doors, onboard new clients, and deliver exceptional service that builds value.
We at Atlas Park Got Just What Your New RIA Needs to Transition to RIA, Build from Scratch, Boost Efficiency, Profitability and Launch with Confidence.
Start the transition to RIA Independence Today
RIA Launch Success Path for
Top Performing Financial Advisors
Our business coaching and operation strategy is designed to guide you along the RIA Launch Success Path. This path consists of six phases of activities that will help you discover the most direct path to reaching your first $100,000 in business while becoming the best CEO you can be for your financial planning business.
Explore our RIA Launch Success Path
Here’s how we will journey through
the next 4 months together
Phase 1: Purpose
Help you build your business foundation, including defining your client avatar, defining your core offer, services and pricing model.
Phase 2: Planning
Provide a template for your business plan, initial marketing strategy, pathway to get your first 25 clients, time management and service delivery.
Phase 3: Preparation
Strategize and organize your RIA launch, regulatory requirements, membership based organizations, advertising yourself, and networking strategies.
Phase 4: Prospective Client
Deliver your best fit sales call, defining your sales process, creating a lead generation freebie and developing a long term nurture path.
Phase 5: Processes
Planning your client onboarding processes, technology stack, front and back end systems and how best to leverage them.
Phase 6: Promotion
Strategic development of how to promote your new firm, introductions to strategic partners, marketing professionals and others needed to help accelerate your success.
RIA Launch Success Path BONUS Resources
Additional Valuable Resources
to position you to execute
- 80+ Point Startup RIA Launch Checklist
- 30 Strategies To Attract 30 Prospects In 30 Days Guide
- First Year In Business Plan Template (Sample RIA Firm)
Let’s talk your launch plan!
Answers to Common RIA Start and Launch Coaching Questions.
Frequently Asked Questions About Coaching
We have extensive experience in coaching financial advisors on how to launch and establish their advisory firms.
XYPN Podcast An RIA Consultant’s Advice for Building Your Firm
Based on our training, expertise and experience we leverage the component of having worked in the finance industry over 15+ years to help you identify and solve problems or point you to someone who can give you the answers.
No we don’t but we have strategic partners in our network who can help coordinate the migration of client accounts from one custodian (ex. from Fidelity Investments to Charles Schwab)
What you can do is graduate to our Accelerate Business Coaching and continue to skyrocket from the foundation that has already been built.
Partnering with Cameo Roberson of Atlas Park Consulting as your business coach and operation strategist while you Start and Launch your RIA will bring your financial practice a fresh perspective and objective insights.
We will help your RIAs or wealth management firms identify blind spots, uncover opportunities, and challenge assumptions, leading to better decision-making and strategic planning.
Get your 15-minute Intro Call
We know what options are out there for Financial Advisor Business Coaching programs but our niche approach to strategy & operations is why we are the best and why streamlined operations ultimately drives your business.
