Already a Perfect RIA?
Allow us to introduce our Mastermind Club.
While lists abound profiling the biggest RIA firms (e.g. Barron’s), Perfect RIAs are almost totally hidden from view, which is admittedly how most of us like it. But it makes it very difficult to find kindred souls.
Like you, we carefully guard our valuable time and are only interested in a Mastermind that delivers massive value. To be considered for the Perfect RIA mastermind, all members need to agree that having you join would be a win-win for everyone involved.
Interested in officially joining the Perfect RIA Club?
*Please note: We are very selective in accepting new members. All existing members have to approve anyone new, so please don’t be offended if we decide it might not be a good fit.