RIA Freedom Academy
Secure your financial freedom now
Let us help you secure your financial independence by finding you the perfect new home as a registered independent advisor.
Your Own ChatGPT Powered Advisor
Hi, I’m ARIA, your always on AI Recruitment Advisor. I can answer any questions that you might have about your firm and our recruitment process. I can also provide you with a wide range of information on why transitioning to an RIA platform is better for you and most importantly for your clients.
Let’s chat!
Welcome to the RIA Freedom Academy
The RIA Freedom Academy is the ultimate learning destination for advisors who are considering a move to being an RIA. Our extensive collection of white papers, courses and podcasts are designed to help you take your comprehension to the next level. As importantly, when you feel that you are ready to make the move, the Academy will help you identify and contact suitable RIA firms so you can evaluate offers with complete anonymity.
News & Analysis
Podcasts
Seminars
Our Prediction
RIAs Share of Total Assets will Be Up 31% in 2023
Meet ARIA
Let ARIA, our AI engine, help you learn more about what firm would be perfect for you and how much you can expect to get paid for doing what you love!
RIA Seminar
It’s so easy to get started. Simply send us 1000 leads, our AI will analyze them and then let’s meet so we can show you how easy it is to connect with your best prospects.
Launch Bot
Book an appointment with an outbound lead specialist so we can show you how easy it is to have a 100% connect rate with your prospects!
Launch Bot
Make sure you check our other AI Engagement Bots which are designed to further your education.
Winning Insights
RIAs saw 242B in Net Flows During 2022 v Wirehouses that had -171B
Independence is Closer than You Think
Follow our 5 step process to evaluate whether joining a RIA firm is right for you.
Step 1: Learn about the RIA Industry and find the model that works best for you.
Step 2: Provide RIA Freedom Academy with Basic Information on Your Practice.
Step 3: RIA Freedom Academy will reach out to the appropriate firms to discern initial interest. Confidentiality is ensured. They only know you as a number.
Step 4: RIA Freedom Academy will establish initial meetings with each interested firm. Confidentiality is still ensured.
Step 5: If a match is made, engage with a lawyer who specializes helping advisors join an RIA firm.