Starting an RIA with Confidence: What You Need to Know to Launch Smart

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Many advisors think about starting their own RIA for years, often held back by uncertainty and a seemingly endless research process. However, the most common regret heard from those who made the leap is, “I wish I’d done it sooner.”

If you're feeling stuck and overwhelmed by the details, this session is designed to provide the clarity and confidence you need to move forward. With the right tools, expert guidance, and a clear structure, launching your own firm isn't just a dream—it's an achievable next step in your career.

Join us for a candid, practical conversation about what starting an RIA really involves. We’ll cut through the noise to focus on the essentials, from initial setup and compliance to effective client communication. This is your opportunity to get a clear roadmap from industry experts.

You will learn:
●      Why advisors often hesitate, and what helps them feel ready to take the leap
●      What’s truly required to launch, and what common distractions to ignore
●      How to talk to your clients about the transition and retain their trust
●      What resources are available to support your move and keep you focused on growth

Don't let hesitation hold you back any longer. Register today to get the insights you need to launch smart.

Speakers: 

Scott Ferguson | Think Advisor Contributor | Touchpoint Markets

Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.

Joe Steuter | Chief of Client Strategy | Intention.ly

As the Chief of Client Strategy at Intention.ly, Joe brings 20 years of brand consulting experience in message development, brand building, and communications strategy to inform, engage, and inspire action. Throughout the past two decades, his work has impacted financial services in varying degrees, from helping independent financial advisors mold their personal stories to building brands at the firm level and playing a central role in articulating brand message for one of the country's fastest growing RIAs in the country.

Register Now!
Can't attend? Register here for an on-demand recording after the webcast.