We are conducting a national study of how RIAs are thinking about partnering with firms to help with succession planning, liquidity, enhancing capabilities and/or accelerating growth. If you qualify you will be interviewed by phone for 45 minutes and will be compensated with a $250 check or donation to the charity of your choice. If you would like to participate, please fill out the following 13-question survey to qualify. It takes 3 minutes to complete and all responses are confidential.
