Our goal is for the RIA principal to walk out of the event with new local advisor relationships and to have the knowledge to run a more efficient and faster-growing practice going forward.

86% of RIA firms surveyed who attended a recent RIA Roadshow event said they were extremely or very likely to recommend future Roadshow events to fellow advisory firms.

The RIA Roadshow is a local, half-day educational event for RIA firms of all sizes. The event is designed to provide best-practice expertise on growing and protecting your RIA firm. Topics will include how to accelerate the growth of your firm by utilizing technology, a deep dive into the different technology options available today, how to properly prepare for a regulatory exam, and new automated online investment platforms (i.e. Robo Advisors) that are now making themselves available as tools for RIA firms to utilize.

In addition, we'll be highlighting the latest insights and trends from our latest RIA growth survey on topics such as:

  • The customer relationship management (CRM) system as the hub: We'll discuss the advantages and drawbacks of going with tailored RIA industry solutions vs. more general platforms. When you look across the industry at the fastest growing and most profitable firms, one unmistakable theme emerges: they all have a heavily adopted and well integrated CRM system.
  • Portfolio Management and Performance Reporting: There are a number of new entrants in this category as it continues to rapidly migrate to the cloud.
  • Automated Financial Planning: Still using Excel? It may be time to consider alternatives offering automated outside account aggregation.
  • Electronic Document Management: The days of shared file drives are quickly disappearing.
  • Online Client Lead Generation: Unfortunately, just having a web site may no longer be sufficient as prospects are more than ever researching you online.
Our goal is for the RIA principal to walk out of the event with new local advisor relationships and to have the knowledge to run a more efficient and faster-growing practice going forward.

View Financial Planning Magazine’s coverage of the 2013 RIA Roadshow