To determine whether there is an appropriate fit between KG Advisors and a prospective strategic partner, both parties collaborate on a five-step process that encompasses initial goals assessment through the actualization of the partnership:
- Discovery – together answering the question, ‘Is this the right fit?’
- Planning – determine responsibilities and necessary regulatory/compliance requirements
- Structure – coordinate formation documents for custom partnership/entity.
- Strategy – acquire necessary technology, training and develop marketing plan.
- Launch – support and grow the new RIA business.
To learn more, please contact our office today at 800-542-4916 or email firstname.lastname@example.org for a more detailed discussion about our model and unique process.
Read More: Partner Profile