Resources for running a small RIA

Practical guides on client service, marketing, records and security for firms of one to five.

Client service A four-touch year for your C clients What to send, when, and how to keep it from feeling like a form letter. Guide · Coming soon

Marketing A month of LinkedIn posts in one sitting A repeatable routine for fee-only planners who post less than they should. Guide · Coming soon

Records What to keep when AI drafts client email A plain-language walk through recordkeeping for AI-assisted communication. Guide, reviewed by counsel · Coming soon

Security Vendor due diligence for a five-person RIA The questions to ask any software vendor, and what good answers look like. Checklist · Coming soon

Growth Turning one CPA into a referral partner A six-step playbook for the relationship most small firms leave to chance. Playbook · Coming soon

Marketing The quarterly client letter, start to finish From picking an angle to the version you send, in under an hour. Template · Coming soon

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