Benefits of Launching an RIA

Benefits of Launching an RIA

In today’s episode of the AccelRIA Podcast, Freeman Linde outlines the “Benefits of Launching an RIA.” Freeman is a Certified Financial Planner, Enrolled Agent, author, and the co-founder of La Crosse Financial Planning. An RIA in La Crosse, WI. Today’s topics include:

Marketing Freedom

• Compliance Handcuffs
• Marketing Sign Off
• Canned Social Media posts
• Canned Websites

Customized Tech Stack

• Broker Dealer Required Stack
• RIA -> Use whatever you want

Investment Freedom

• Tired of Broker Dealer cookie-cutter models?
• Build your own models or use professional models
• No custody, platform or trading fees

Service Expansion

• Broker Dealer
  • No tax advice
  • No additional services
• Tax Prep
• Estate Planning
• Bill on 401(k) assets

Benefits of Launching an RIA: What’s Next?

• Drawbacks of Starting an RIA
• How Does Compliance Work as an RIA?
• Who Not How: Launching Your RIA
• How to Start an RIA in # Steps
• The RIA Transition Timeline

Benefits: Power of Profit

• Not double Revenue
  • Double Profit
• Expenses double?
• Future Revenues
• The ROI (RIA Overnight Increase)
• Compounding Revenue + Fixed Expense = Exponential Profits

Next Steps & Action Items

• Drawbacks of an RIA
• How to Launch an RIA
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