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Jodi Amos and Newlin Archinal, managing companions of 4Rivers Wealth Administration, are very a lot in sync. They create totally different strengths to the desk of their RIA-only enterprise that steadiness each other and share a ardour for high-touch, high quality shopper service.
The duo additionally agrees on a number of different factors. First, a fee-only strategy is the way forward for the business and the proper resolution for his or her enterprise—from the standpoint of each doing the proper factor for shoppers and tapping into alternatives for development. And second, selecting a agency associate with the proper mixture of infrastructure, help, and repair could make all of the
distinction in the way you serve your shoppers.
Commonwealth’s Christin Clohosey, program supervisor, observe administration, caught up with Amos and Archinal over Zoom to speak about their fee-only journey. Watch the video to study what recommendation they’d give different advisors who’re contemplating an identical path.
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The Highway to RIA-Solely:
One Agency’s Journey
Acquire an insider’s view into the alternatives, challenges, and realities of going fee-only an operating an RIA enterprise from two advisors who made the leap.
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