Friday, November 30, 2007

RIA Teleconference Update...

Thanks to all of you who joined us for the RIA IN A BOX teleconference
with Zach Gronich.

Zach gave us a to-the-point overview of the process involved in setting up your own RIA and becoming an IAR.

With five years experience in setting up RIA's, Zach answered frequently asked questions and discussed doing it yourself versus using a consulting company to do the setup.

If you didn't get the chance to listen in here are some options:

Listen To "So You've Decided to Become An RIA" On Your Phone... (NOTE: This option is available for a limited time only)

Dial - (641) 715-3443
Enter Access Code - 247444#


If you have iTunes™ or an RSS client, you can listen to your recording from there. You simply copy one of the links below and insert it into your client (depending on which client you use). When you have a new recording available, your client will notify you.
iTunes Link:RSS

Downloads: If you want a .wav recording- please send an email to:


If you have
decided to go the RIA route but don't want to hassle with the paperwork- you can have RIA IN A BOX do it all for you and save 15%.

Order consulting services from them by DECEMBER 31st and you will get 15% off.

You must use the following website and put TAMBLOG in the "organization field" on the order form in order to get the discount. If you elect to call first, be sure to mention the blog or teleconference in order to get the special pricing.


SAVE 15%

  • FINRA Entitlement
  • Form ADV Part I (online)
  • Form ADV Part II (paper)
  • One Form U-4
  • Investment Advisory/Financial Planning Contract
  • Investment Policy Statements
  • Privacy Policy Statements
  • Complete Written Polices and Procedures Manual
  • Chief Compliance Officer Training
  • Free On-Going Compliance Officer Support

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