RIA START-UP BOOTCAMP

THE INSTRUCTOR

THE PROCESS

This is a 12 week program that will take you through all the working parts of starting a RIA. We will guide you through registering your RIA during this 12 weeks, with completion by the end of the time period in at least one jurisdiction

THE BENEFIT

You will gain the confidence needed to run your RIA from the ground up. We will provide you with the tools needed from a legal and regulatory standpoint so that your RIA is successful. Our legal team of experts will be available to access for any questions that you may have throughout this process.

THE COMMITMENT

This 12 week program commitment is a one time payment of $4,500 or 3 monthly payments of $1,750. Our first 12 week program starts in April 2021. Sign up here and receive an invoice for payment from us before the program starts, or go ahead and click to commit via PayPal below.

GUEST SPEAKERS

Throughout the 12 weeks we will have business experts discuss some of the different business topics we will cover. They are here to provide you insight, resources and answer any questions you may have during this process.

Brian Nuttall, CPA, J.D.

Brian is one of the founding managers of Elevate and a specialist in ownership issues. In addition to tax and accounting expertise, he brings a legal understanding to the table, giving his clients critical perspective in the face of complicated challenges.

When it comes to helping RIA firms grow, the knowledge Brian has amassed throughout his career allows him to advise on a range of solutions. He’s someone who looks out for his clients and isn’t afraid to speak truth when needed—yet is beloved for his easy laugh.

Robert Sofia

Robert Sofia is the Chairman and CEO of Snappy Kraken, an automated growth program for financial advisors. During the better part of two decades, Robert has served thousands of companies across the spectrum of financial services, including RIAs, family offices, broker dealers, TAMPs, IMOs, custodians, insurance, and investment companies.

Robert has authored three books, and his writings on marketing regularly appear in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Business Insider, Investment News, Financial Planning, Wealth Management, ThinkAdvisor, The Journal of Financial Planning, and many other publications.

Grier Rubeling

Grier helps advisors navigate and understand the process of starting an RIA and assists them with the administrative and operational aspects of transitioning a current book of business.

Capitalizing on her unique background and years of experience, she’s developed a comprehensive list of things that every advisor should be considering, researching, and executing during the due diligence and planning process.