Register for Your Free Live Webcast Now:

"Starting an RIA with Confidence: What You Need to Know to Launch Smart"

Get the practical roadmap to launch your own RIA with confidence. Register today!

Date: Wednesday, September 17, 2025

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion

Many advisors think about starting their own RIA for years, often held back by uncertainty and a seemingly endless research process. However, the most common regret heard from those who made the leap is, “I wish I’d done it sooner.”

If you're feeling stuck and overwhelmed by the details, this session is designed to provide the clarity and confidence you need to move forward. With the right tools, expert guidance, and a clear structure, launching your own firm isn't just a dream—it's an achievable next step in your career.

Join us for a candid, practical conversation about what starting an RIA really involves. We’ll cut through the noise to focus on the essentials, from initial setup and compliance to effective client communication. This is your opportunity to get a clear roadmap from industry experts.

You will learn:

• Why advisors often hesitate, and what helps them feel ready to take the leap
• What’s truly required to launch, and what common distractions to ignore
• How to talk to your clients about the transition and retain their trust
• What resources are available to support your move and keep you focused on growth

Don't let hesitation hold you back any longer. Register today to get the insights you need to launch smart.

Speakers: 

Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets

Joe Steuter | Chief of Client Strategy | Intention.ly

Matthew A. Swendiman | Chief Executive Officer and President | Key Bridge Compliance, LLC

Offered Free by: ThinkAdvisor
See All Resources from: ThinkAdvisor