RIA SUCCESSION ALPHA

Owner

Goods & Services

Downloadable instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable electronic books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable educational publications, namely, printable workbooks in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms

Printed books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed educational materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed workbooks directed to providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms

Business consultation; Business development consulting services; Business management consultancy services; Business transformation consulting services; Business consultation in the field of business development, business growth, building business value, business management, and business succession planning for individual independent wealth managers and independent wealth management firms

Providing online non-downloadable educational podcasts in the field of business succession planning for individual independent wealth managers and independent wealth management firms; Providing a website featuring blogs and non-downloadable publications in the nature of videos and blogs in the field(s) of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Educational services, namely, providing information and instruction in the fields of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Providing online non-downloadable videos in the field of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms