Every conversation is 100% confidential.

Schedule a call for a day and time that works for you.

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Discovery Call

If you are a tenured advisor seeking to learn more about the RIA model and to better understand what potentially transitioning your existing practice to it would look like, this call is for you!

New Advisor Call

If you are looking to enter the profession, or are still within the first 3 years of growing a practice, click here for more info on how to connect.

Existing RIA Call

If you are an existing RIA desiring to begin attracting advisors to your firm, or already are and want to benchmark/improve your offering, click here for more info on how to connect.

*I typically request calls be conducted via Zoom video (versus regular audio call) as I find this to be the most productive way to have a two way dialogue. If you prefer audio only though, the confirmation email you’ll receive has dial-in info as well.
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