5 Replies to “How to Do a RIA Correctly”

  1. Thanks for the linkback Jesse. We really hope its helpful, and hearing your endorsement is awesome confirmation. No doubts. The report itself wasn’t made free by Forrester. They still sell it for the $749. Cynergy bought the rights to the report so we could donate it to the community which is why we are distributing a free version from our site.

    We really hope folks find it helpful.

  2. I thought the report was good. We are doing many of the same things at Rain interactive in Utah. I’m actually speaking about this very topic tomorrow at Flex360.

    Great report. I agree with almost all of it, and have some additional ideas to take some of those principles to the next level.

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