2 or Less Years

Within 2 Years of Transition

It doesn’t matter what platform you are on now, your clients are your clients. You and your clients stand to benefit considerably by bringing your book to an independent pure RIA. Your clients will enjoy top tier investment quality and white glove service augmented by a fiduciary transparent relationship. You enjoy a stress free transition, assured by our total support and purchasing firms membership in Protocol.

Benefits of Succession Planning:

Peace of mind: SimplyRIA and our Partner RIAs fundamentally believe in building long term mutually beneficial relationships. You can rest assured your clients are going to receive the same caliber service you spent your career delivering.

Protocol: Your book is your book. Your clients are your clients. Once a firm is a member of protocol, they can bring on Advisors from other platforms without recourse.

High Transition Success: Our transition support is thorough and complete, ensuring your clients move to the premium RIA you have selected to carry on your level of service and dedication. This is of course mutually beneficial, your clients are cared for and your compensation is maximized.