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The Fear of Change, Part 3:  The Emotions of Breaking Away

The Fear of Change, Part 3:
The Emotions of Breaking Away

by Anna Maria Garcia | Oct 7, 2019 | Breakaway/RIA Set Up, COO Best Practices

The Fear of Change: A 3-Part Series for RIAs As the RIA industry matures, consolidates, grows, and evolves, many of our clients contemplate M&A transactions, changing their technologies or workflows, or they may strive to break away from their current employer to...
The Fear of Change, Part 2:  The Emotions of New Technology

The Fear of Change, Part 2:
The Emotions of New Technology

by Anna Maria Garcia | Oct 1, 2019 | COO Best Practices, Operations and Technology

The Fear of Change: A 3-Part Series for RIAs As the RIA industry matures, consolidates, grows, and evolves, many of our clients contemplate M&A transactions, changing their technologies or workflows, or they may strive to break away from their current employer to...
The Fear of Change, Part 1:  The Emotions of an M&A Transaction

The Fear of Change, Part 1:
The Emotions of an M&A Transaction

by Anna Maria Garcia | Sep 27, 2019 | COO Best Practices, M&A

The Fear of Change: A 3-Part Series for RIAs As the RIA industry matures, consolidates, grows, and evolves, many of our clients contemplate M&A transactions, changing their technologies or workflows, or they may strive to break away from their current employer to...
Where to Start When  Developing Workflows

Where to Start When
Developing Workflows

by Anna Maria Garcia | Jul 23, 2019 | COO Best Practices, Operations and Technology

In our work with large RIAs looking to increase their scale and efficiency, we often begin with a review of their various systems, people, and processes.  We walk through a comprehensive list of their executives, advisors, and employees to better understand the...
It’s Like a Relationship:  Don’t Rush Things!

It’s Like a Relationship:
Don’t Rush Things!

by Anna Maria Garcia | May 29, 2019 | Breakaway/RIA Set Up, COO Best Practices, Operations and Technology

As part of our work with breakaway advisory teams, we help coordinate the various RIA systems needed for advisors moving to Independence.  We work with the selected technology providers to design an integrated workflow of all systems that cater to the team’s...
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