Our Mission: To Help Fee-Only RIAs and Their Clients Thrive
At Kaleido Creative Studio, we strongly believe the independent, fee-only RIA is the superior choice when it comes to providing financial advice. You embody the American dream of entrepreneurship and small business ownership that is the backbone of a thriving society. You are on a mission to build the life you desire while providing good jobs for your employees. And through the work that you do, you help individuals and families thrive by offering a thoughtful, ethical, and personal approach to their finances not always offered by the giants of Wall Street or robo-advisor platforms.
While your mission as a fee-only RIA is noble, we understand you face many challenges in fulfilling this mission: increased competition from national firms and robo-advice platforms, consumer confusion regarding different types of advisors, and difficulty communicating your value. On top of that, the rapid pace of change in both the financial and marketing industries can make your head spin. It can be difficult to stay on top of "what works."
With our new program, Consortium, we advocate for fee-only RIAs by building an exclusive community of like-minded firms to pool ideas and resources together to create innovative, agile, and effective marketing.
By coming together as a group, we create efficiencies so that all members benefit and thrive in their individual businesses while at the same time helping the community as a whole prosper.