RIA Circle™ Launches to Foster Best Practices in Wealth Management
TL;DR
Joining RIA Circle™ provides financial advisors with a competitive edge by sharing best practices and gaining insights from experienced professionals.
RIA Circle™ is a community designed to facilitate best practices among financial advisors, with tailored groups and monthly Peer Roundtable Meetings.
RIA Circle™ aims to make the world a better place by providing a secure and confidential environment for wealth management leaders to better serve their clients.
Financial advisors can benefit from RIA Circle™ by gaining access to a diverse community, industry news, and workshops from Strategic Collaborators.
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RIA Circle™, a new wealth management peer-to-peer community, has officially launched, providing a secure and confidential environment for financial advisors to share best practices and facilitate growth. The initiative is led by Carolyn Armitage, a seasoned financial services executive, and aims to bring together registered investment advisors, hybrids, and investment advisor representatives through monthly Peer Roundtable Meetings starting in October.
Carolyn Armitage emphasized the importance of collaboration for growth, stating, "Growth takes insight and experience, and RIA Circle™ was formed as a vehicle to allow growth-minded advisors and executives to have access to shared ideas to better run their firms and serve clients." Armitage's extensive experience in the industry underpins the group's mission to foster impactful ideas among wealth management leaders.
Accepted members of RIA Circle™ will be placed in tailored groups led by facilitators known as Captains, who will guide monthly discussions using agendas and support materials created by Armitage. Trey Prescott, a Captain and Director at Advisory Services Network LLC in Atlanta, noted the high demand for such a support platform in the RIA industry, highlighting its potential to provide a competitive edge.
Beyond the monthly meetings, RIA Circle™ members will have access to a comprehensive community platform featuring an Advisor Directory, bulletin board, discussion feeds, direct messaging, and curated industry content. Members can also upload their own materials and post job listings. Additionally, 20 Strategic Collaborators will offer workshops as a value-added benefit, with four additional phases planned to enhance the community further.
To date, advisors managing $64.7 billion in assets have joined RIA Circle™, utilizing 10 different custodians and 10 independent broker-dealers. Armitage expressed enthusiasm about providing a community that equips wealth managers with the necessary tools and ideas to better serve their clients.
Curated from News Direct
