How It Works

Finding Your Match

RIA Match is the most powerful service available for finding other people and practices that share your vision and values. All it takes is four fast and easy steps:

	1. Tell us about yourself. Build your online profile by answering questions about your experience and your practice. You can provide as much or as little information as you want and, of course, your personal information will be held in the strictest confidence.
	2. Tell us what you’re looking for. Describe your objectives. Are you in need of a succession plan? Hoping to join an existing practice? Start a new one? Buy/sell/merge your practice with another? Where are you looking? What attributes are most important in match? We guide you through the questions.
	3. Get matched. Our exclusive, two-way matching system* finds people and practices that share your objectives, rates them based on how well they match and automatically adds them to your Match List. You don't have to waste time sifting through hundreds of profiles — we do it for you!
	4. Communicate. Once you've been matched, you can assign personal ratings to matches, share their profiles with colleagues and initiate contact with matches that interest you. You're in control of your information so you never have to reveal personal details until you're ready.

*Our unique matching algorithm not only finds profiles that match your objectives, it also makes sure you're what they are looking for. This way each time you receive a match, you can be assured you both share the same values and goals.

Organizing Your Actions

To create efficiencies with your RIA Match subscription, you are equipped with the following tools:

	My Dashboard Manage your profile, review new matches and messages and get updates on new articles and products—all from a single screen
	My Match List Review the thumbnail sketch of your matches, check quality ratings and status updates. Access your matching profiles here.
	My Messages Keep your communication with other members organized with our internal messaging system. It works just like your email and you control when you reveal your personal information.
	My Library Build your personal library from our extensive collection of industry articles, book reviews, blog posts and Q&A with industry experts.
	Support Get help using our knowledge base full of answers to your most common questions. Still not finding what you’re looking for? Our support team is available to answer any other inquiries you might have.