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