Jump Start

RIA Match Concierge Consulting Jump Start

RIA Match Concierge Consulting Jump Start service is for those who want expert guidance in formulating and communicating their unique value proposition.

Concierge Consulting Jump Start service provides the same foundational work as our full Concierge Service. Our industry experts crystalize your advisory firms’ vision and goals, and create an Action Plan customized for your specific needs. At the end of this limited engagement, you will be ready to enter the marketplace with a clearly articulated value proposition.

The RIA Match Concierge Consulting Jump Start consists of 4 one-hour phone calls:

• Discover and Assess
• Map goals and objectives
• Articulate strategic vision
• Formulate action plan

Pricing: $1,500 ($250 per hour for additional time.)                                                                                                                          

Resources: RIA Match FAQ