It’s Time to Finally Break Away from your Broker-Dealer, FMO-Based RIA or Simply get a Fresh Start!
– An Exclusive Program Brought to you by SimplyRIA –
Proven Launch Pad Process:
Painless Transition Process
Quick registration and gain immediate SEC status
Our back office team will facilitate entire client account transition
Working with a team that actually answers the phone
Autonomous Environment
Building a business to create the lifestyle you envision
Establish and customize your own branch office brand, logo, and email/domain/website
Client services & fee structure autonomy
A compliance department strives to say “yes”
Profit sharing opportunities for tenured Advisors
Advisor Operating System
Focus on growing your business, while we handle the minutia:
Paperless compliance
Billing & accounting
Portfolio design & management
Comprehensive integrated BGA
Advanced markets capabilities i.e. DSTs, QOZs, 401(k), etc.
White glove client service*
In-house marketing & digital media team
Proven exclusive workshop series
Innovative marketing collateral and resources
On-boarding discovery consultation and welcome package
Add sub-advisors or admin staff to your branch office
Advisor continuity planning
Constant SEC management and audit preparation
* Subject to availability and additional basis point fee. White Glove includes: portfolio blueprint analysis, portfolio comparison & investment analysis, account opening & paperwork, NIGO support, financial Planning support
Launch Your Own RIA
Should you decide and are ready to take on establishing your own RIA, we’ll do it for free**. Additionally, we will assist with:
Transition evaluation
Developing a seamless exit strategy
Maintain our integrated 3rd party services.
Outsourced ongoing compliance services through SimplyRIA
** Talk with one of our Business Development Adivsors (BDA) for more details.
The Difference Between the Traditional Method of Starting an RIA and Utilizing the Advisor Launch Pad
Ideal Launch Pad Candidate Profile
Advisors seeking a Firm with a boutique culture & mindset, autonomous environment, and a proven system to grow their practice and off-load minutia
Has an active book of clients and network of good standing business relationships that know and trust you; or, you need help in cultivating this area
Coachable, motivated, and entrepreneurial-minded with a desire to build an intrinsic value in a "Lifestyle-Based Practice", while helping more clients
Now’s the Time to Join a Boutique, Spirited, “Get it Done” Team Mentality Firm!
Are we the right fit for you… Are you the right fit for us?
Advisor Launch Pad is an exclusive program brought to you by SimplyRIA™. Created to help Independent Advisors break away from your Broker-Dealer, FMO-Based RIA or Simply get a fresh start!
Contact Us:
(810) 227-2549 | support@simplyria.com
© Advisor Launch Pad Program | Web Design By EliteAMG
Launch Pad Initial Candidate Questionnaire
Must be completed accurately and in full to be considered for the Advisor Launch Pad Program.