Advisors looking to break away to launch their own business know one misstep can shatter the best-laid plans. Therefore, each part of the process has to be handled with the greatest sensitivity—from securing business partners and clients, to evaluating office space, and implementing the right technology solution.
To support you pre-breakaway and ensure that your new firm is ready to service clients from day one, we invite you to review the Tools for Confidentially Building an Independent RIA info kit. This information details questions to consider during the process and introduces you to our confidential, specialized implementation process for independent advisors. In addition, you will learn how the Black Diamond® Wealth Platform’s innovative technology can help breakaway advisors succeed.
Industry Brief Planning for Technology Stack Success: Top Questions Advisors Should Ask Technology Partners
Product Brief Black Diamond for Independent Advisors
Recorded Webinar & Demo Building Your New Independent Firm
Product Brief The Path to Independence: Technology Implementation designed to help you succeed
Client Case Study Key Client Fiduciary Advisors
Product Brief Advent Insurance Marketplace
Tools For Building Your Independent RIA
Complete the confidential form below to view the info kit: