Take your independence to new levels with RIA-focused partners..Better advisors are breaking away from traditional standards. Many advisors want more independence, to save their clients 💰 from excessive BD fees, and to retain more of their revenue. Some BDs charge practices excessive fees to access custodians and Turnkey Asset Management Platforms.We selectively partner with IBDs, independent "turnkey" RIAs, and specialty firms if you want to register your own RIA firm. Rest easy, we've done the heavy lifting for you in terms of potential fit- all through our ongoing partner due diligence process including: compliance, financial strength, succession planning and solid loan options.Which model is best for you? Turnkey 🔑 RIAs are independent RIAs who provide all essential business functions at low cost, better flexibility, and a stronger service model. Wondering about commission business? The hybrid RIA model enables you to work with a independent RIA for advisory fees and an external BD to process commissions. Some BD/RIAs enable you to drop your commission licenses and receive revenue for the annual client consultations regarding those accounts.. Tuck-in RIAs attract captive or employee advisors looking to break away from a B/D (usually wirehouse or bank) who need office space and administrative team support. However, you likely have to market their brand, not yours. They usually pay big transition bonuses, so expect the possibility of lower profitability. Read "Think Twice about BD's Forgivable Loans" as they come with strings attached and likely increased regulatory scrutiny.Our process includes learning about your needs and goals. Future proof your practice. Tell us what you like about your BD-RIA, what fees you and your clients pay. Are you growing your business or looking for an exit? Our services are without cost to you- we're compensated from partners’ marketing budgets. We introduce good-fit advisors, which saves them time and resources, which makes us a good investment for them.I enjoy working out at the gym with my family👨‍👩‍👧‍👦, running, cooking, and trying to grow tomatoes🍅.Specialties: BD, RIA, Investment Advisory, Turnkey RIA, Hybrid Model, Recruiting, Transition, Succession Planning & Loans , Business Development.