The RIA Roadmap: Key steps to going independentThe RIA Roadmap: Key steps to going independent
Are you ready to go independent? Thousands of advisors have made the transition. Join them with this how-to guide.
July 21, 2020
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Sponsored by Schwab Advisor Services
Schwab Advisor Services™ 
Taking the leap to start your own Registered Investment Advisor ("RIA") firm gives you the opportunity to build your business and serve your clients, your way – but you're not alone. Custodians and platform providers are ready to help you reach your full potential. Schwab Advisor Services™ has brought together more than 30 years of industry-leading expertise and insight in The RIA Roadmap. Download this guide to start your journey to independence, with discussions on:
Defining your business strategy
Preparing for legal and compliance issues
Connecting with resources to help set up your office
Converting your accounts
Strengthening your practice
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