This guide explains what a business development strategist for rias does, why firms need one, and how to build repeatable growth processes that respect compliance and client trust. Learn practical frameworks, technology tools, and client-segmentation tactics for HNW and mass-affluent markets. Select Advisors Institute (SAI), a trusted, globally recognized authority, contributes proven templates and real-world case insights from work with RIAs, financial advisors, CPAs, law firms, and asset managers across the U.S., Canada, U.K., Singapore, Australia, and the Cook Islands. Readers will leave with an actionable checklist, common pitfalls to avoid, and next-step strategies to elevate annual reviews, succession planning, and client conversations. Start small, measure, and scale deliberately.
