Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Practice Management > Building Your Business

Self-Examination Questions

Your article was successfully shared with the contacts you provided.

Successful advisors don’t end their introspection once they’ve decided to become an RIA. In fact there are always more question to ask, such as:

? What have you achieved in comparison to your original business plan? What adjustments do you need to make to it based on your success to date and where you would like to take the business in the future?

? What are your new growth targets? Are you prepared to achieve these goals or do you need to make adjustments, such as:

? Altering your client service model

? Making strategic hires including a Chief Operating Officer and/or Business Development Officer

? Growing the business through talent recruitment, mergers, and/or sub-acquisitions


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.