RIA in a box(www.riainabox.com)

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Nov 23, 2009 9:45 pm

Anyone here have any experience with this company?

Would you recommend them?
Nov 23, 2009 9:49 pm

I think Zach or Mike are on the boards.



I used them a few years ago. They set my RIA up VERY quickly. I was happy with them

Nov 23, 2009 10:39 pm

ROOGLE

Nov 23, 2009 10:42 pm
Squash1:

ROOGLE

 

That term is new to me.
Nov 23, 2009 10:44 pm

ROOGLE.. meaning this topic has been discussed multiple times, please use the search function and stop being lazy. Laziness with kill you in this industry.

Nov 23, 2009 10:47 pm

Thanks for the free lesson and implied insult.

Now how about trying to use the search function and find riainabox or ria in a box and let me know what that works out.
Nov 23, 2009 10:53 pm

No thanks... talk to Fred, his firm endorses/reco's them.

Nov 23, 2009 11:14 pm

If you are thinking of starting an RIA, it is not hard to file an ADV, etc. There is plenty of free instruction online, and the Finra worksheet guide is actually not bad.

Nov 24, 2009 8:53 am

Good Morning Everyone!  Yes, Trade-PMR can 100% recommend the services from RIA-In-A-Box.  They are one of my selected (and recommended) compliance firms.  Good firm, good support and the Advisors have told me nothing but positive feedback.

Nov 24, 2009 9:10 am

Are there any solicitation agreements between you and them?

Nov 24, 2009 9:12 am
aeromaks:

If you are thinking of starting an RIA, it is not hard to file an ADV, etc.  There is plenty of free instruction online, and the Finra worksheet guide is actually not bad.  




 
Yeah, the same speech I give to all prospects over the phone is this...can you do this yourself?  Of course.   I tell them it's like doing a corporate tax return for the first time.  If you have the time and patience to do it yourself, it can certainly be done.   That of course doesn't keep most people from outsourcing that work to an accountant.  
 
I've never tried to convince a single person to hire us if they thought they could do it themselves.  It really just comes down to: would you rather spend the time (and do it yourself) or the money (and hire us to get it done correctly in 3-7 days)?
 
Nov 24, 2009 9:14 am
Wet_Blanket:

Are there any solicitation agreements between you and them?




 
Nope.   TradePMR is one of five custodians on our list of preferred partners.
 
I refuse to set up any relationships with other companies where we are compensated or they are compensated (other than the referrals themselves).   I think the compensated solicitation thing leads to biased information and pretty well kills one's integrity in my business.
 
Nov 24, 2009 12:49 pm

"roogle" is probably the most annoying term i've ever heard.