Lessons from a 15-Year Independent Firm

The Decision to Launch
an RIA

Launching an RIA can feel like a major leap. Yet firms that have successfully made the transition often discover that the path is more achievable and supported than they expected.

Watch this on-demand webinar featuring leaders from iTP Partners, a firm that recently launched an RIA after 15 years as an independent business. Hear what prompted the change, how they evaluated their options, and the lessons they learned throughout the journey.

Sean Marrin
Sean Marrin

Head of RIA Network
Cetera

Robert Sansone
Robert Sansone

Managing Partner
iTP Partners LLC

Real-World Perspectives from a Firm That Has Made the Transition

What does the journey to becoming an RIA really look like?

In this candid discussion, Sean Marrin and Bob Sansone share firsthand insights from a firm that recently made the move. Together, they explore what sparked the decision to launch an RIA, the evaluation process that guided their transition, and the realities of navigating change while continuing to serve clients and grow the business.

You'll gain practical perspectives on advisor and employee communications, operational considerations, challenges encountered along the way, and the opportunities that emerged from embracing a new business model.

Book a Conversation

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