Guide for your Successful RIA Transition

March 16th, 2023 | Myriad Advisor Solutions

You’ll need to make many decisions during your journey to becoming a Registered Investment Advisor (RIA), and Myriad is here to help.

Myriad’s Guide to a Successful Transition is laid out in an easy-to-follow timeline from the moment you decide to transition through your first day of business and beyond.

  1. Before Opening - topics ranged from coordinating the proper support structure, acquiring technology, data migration, and the importance of marketing.
  2. Opening Day - offers reminders about marketing, client connections, and technology.
  3. After Opening - includes Human Resources, TechStack, telecommunications, and developing your marketing.

When you work with Myriad, we will set a timeline for your transition with specific milestones to establish. Use this guide and Myriad’s services to make your transition successful!

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