Hey all -

Over the last year I’ve been hustling, creating, testing, tweaking, and getting ready for the future.  I hope you all have been as well.

Big projects.  Really big.

When I started this blog I really didn’t know where it would go.  The plan was just to pay it forward a bit.  Share some knowledge I’ve accumulated over the past decade in building my own RIA firm.  What’s happened as a result I think will change my life, and a lot of others in the process.

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Before you can automate your practice – you’ve got to actually start it up and get it going.  So if you’re still at the start up phase, consider this a short, quick, no BS guide of what you’ve got to get done.  It’s not legal advice so please don’t look at it that way.

Getting Started

It’s an amazing feeling in a person’s life when they make the commitment to become an entrepreneur.  The process can be exhilarating and yet at the same time it can be a bit frightening.

Starting a Registered Investment Advisory Firm can release those same emotions.  How often have you wished you could do things for your clients with complete autonomy?  Tired of having hierarchy and management breathing down your neck?  Below are a few items of interest to assist those that wish to begin the process of starting their own RIA Firm.

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