CHARTER | ARC

Charter RIA Study Group

Overview

This “study group” is a MEMBERSHIP ONLY (invite only) online forum of peer to peer dialogue between “Registered Investment Advisors” (RIAs – State or SEC) and industry experts (SMEs).

“WHY?” – real content | best practices | RIA community – village

Registration Criteria

CRD number
Invited from a current member | sponsor

1 member per RIA firm | sponsor

Benefits (Member)

ARC is a “village” of successful RIA entrepreneurs seeking to proactively improve the future of their firm & RIA industry by building mantra of continuous learning.
Members will be able to share their knowledge & feel connected with some of their peers.
Members will be able to help each other (peer-to-peer) via a sharing proposition to help each other grow | scale | maximize the value of their firms.
Members have a shared goal to help each other maximize their lifetimes’ work.
Members will meet regularly (sponsored content Zooms | “Chat Room” access via LEVEL of Membership selected).

Benefits (Sponsor)

Ability to “monitor” 1 or more CHAT ROOMS | SME ROOMS
Provide “thought leadership” pieces for members
Share “best practices” learned in your career – research from your firm, etc.
Provide insight | encourage members

Cost | Refund

Level 1 – Free “Paying Forward”
Level 2 – $399 per year “Tribe” – Topical CHAT ROOMs (15+)
Level 3 – $799 per year | Level 2 + “SME hosted Rooms”
Level 4 – “Private Groups” | must be a member of Level 1 or Level 2
10% of membership dues collected go to a CHARITY (Foundation for Financial Planning)?
- Foundation for Financial Planning | Pro Bono Financial Planning (ffpprobono.org)
Prorated refund (calculated as off the last day on month that it is requested}