How To Go Independent

An objective source to learn about independent business models

HTGI 029: RIA Matchmaker -- an interview with Mary Ann Buchanan from

PodcastSean KernanComment


Today I talk with Mary Ann Buchanan of Much like this site, Mary Ann's goal is to help educate advisors and connect them with RIA firms that are looking to add independent advisors. 

In this episode you will learn....

  • How advisors use RIAmatch to find a landing spot in the independent channel
  • Common concerns advisors have when looking at going independent

Links you should check out:

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