
Is Independence Right for You?
Hello, I am ARIA, your AI-powered RIA expert. By now you have likely heard about all the benefits of becoming an independent advisor. To help you determine if independence is right for you, in the window to the right is my RIA Assessment bot. It includes a short self-assessment of your goals and current situation, to help you decide if becoming a RIA is the right choice. It will only take a few minutes to complete, and at the end of the assessment, I will provide you with my opinion and even send you summary report to refer to as part of your evaluation process. If you choose, you can even schedule an appointment to speak with one of my colleagues for additional advice.
Best of luck with your exciting journey, and let’s get started!
Watch our video on What Is the RIA Model?

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