top of page

RIA's, Advisory Firms, Executives

What we offer

​

  • Consulting and coaching RIA/IBD senior leadership on growth strategies, recruiting systems, tuck in's, and roll up's

  • Consulting on building systems to hire CFP/advisors

  • Consulting and coaching top-rated wealth advisors on business practice management systems to accelerate revenues

  • Consulting top teams on transition planning, succession planning, hiring, and complex team mergers and/or transitions

  • Consulting RIA's to grow through recruiting

  • Hiring wirehouse FA's to RIA

  • Hiring FA's into an RIA

  • Building systems and target markets to recruit RIA’s

  • Recruiting practices for bank and Wall St. FA's

financial-advisors-and-teams.png

Southeastern RIA Wealth Academy

ria-coaching1.png

  • Geographically diversified

  • 100M to 500M assets under management

  • Similar issues and focused on growth

  • Fully committed to sharing ideas and growing

  • Weekly 1 on 1 coaching

  • Quarterly 2 day workshops 

  • Your cost: $1000/month

Course Topics

ria-coaching2.png

  • Recruiting systems

  • Business practice management

  • Next-gen hiring and training

  • LinkedIn strategies

  • Peer sharing

  • Outside speakers 

  • Networking

  • Marketing

  • Technology

  • Referrals

bottom of page