Thursday, July 28, 2022
HomeWealth ManagementTwo Advisors Give Life to Their Shared Imaginative and prescient for an...

Two Advisors Give Life to Their Shared Imaginative and prescient for an RIA-Solely Enterprise


Jodi Amos and Newlin Archinal, managing companions of 4Rivers Wealth Administration, are very a lot in sync. They create completely 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 just a few different factors. First, a fee-only strategy is the way forward for the business and the fitting determination for his or her enterprise—from the standpoint of each doing the fitting factor for shoppers and tapping into alternatives for development. And second, selecting a agency accomplice with the fitting mixture of infrastructure, assist, and repair could make all of the
distinction in the way you serve your shoppers.

Jodi Amos and Newlin Archinal Video 2 Cover

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 the same path.

Road to RIA cover

FREE DOWNLOAD

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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