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How Are You Handling the RIA Channel?

Last week, I had the opportunity to attend the CRM Forum, a meeting put on by On Course Advisors. It was a great opportunity to learn from and engage with our clients and other industry-leading firms and partners. The cool thing about this forum is that it’s similar to the SalesPage Client Community in the sense that it focuses on industry-specific challenges, and participants collaborate on how to solve them. One of the leading topics at this forum was how firms manage the RIA (Registered Investment Advisor) channel. As our industry changes and the RIA space continues to grow, we feel that it is imperative to work with our clients to provide the tools required to effectively target RIAs.