Platform Prep

RIA Match Concierge Consulting Platform Prep

High-touch support for your firm’s succession planning and growth goals

RIA Match Concierge Consulting Platform Prep provides expert guidance and a consultative approach to create a roadmap to reach your succession planning and growth goals.

Concierge Consulting Platform Prep service provides the same foundational work as our full Concierge Service. Our industry experts crystalize your advisory firms’ vision and goals, and creates a guided Action Plan customized for your specific needs. Then you conduct the search. This new service level fits between the full white glove concierge service and the self-serve RIA Match platform.

The RIA Match Concierge Consulting Platform Prep Service consists of 2 calls

• Initial Discovery Call
• Optimized RIA Match profile
• Platform Action Plan
• Deliverables Call with:
  • Review and delivery of Platform Action Plan
  • Draft Content for the My Story section of your profile
  • Draft correspondence to improve response rates
• Availability for future follow-up consultation and support; additional fees will apply.

Pricing:

$500                                                                                                   

Resources: RIA Match FAQ