Friday, September 23, 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 bring about totally different strengths to the desk of their RIA-only enterprise that steadiness each other and share a ardour for high-touch, high quality consumer service.

The duo additionally agrees on a couple of different factors. First, a fee-only strategy is the way forward for the business and the appropriate resolution for his or her enterprise—from the standpoint of each doing the appropriate factor for purchasers and tapping into alternatives for progress. And second, selecting a agency companion with the appropriate mixture of infrastructure, assist, and repair could make all of the
distinction in the way you serve your purchasers.

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 an analogous path.

Road to RIA cover

FREE DOWNLOAD

The Highway to RIA-Solely:
One Agency’s Journey

Achieve an insider’s view into the alternatives, challenges, and realities of going fee-only an working an RIA enterprise from two advisors who made the leap.



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