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      "name": "Continuity Transition Services",
      "url": "https://gocontinuity.com",
      "telephone": "480-631-0700",
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      "url": "https://gocontinuity.com/business-management-consultant/ria-launch-consulting/",
      "description": "RIA launch consulting for breakaway advisors, advisor teams, recruiters, aggregators, and partner firms managing operational readiness, client data preparation, account transfer planning, and post-launch cleanup nationwide."
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          "name": "When should an advisor begin RIA launch planning?",
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            "text": "Operational launch planning should begin before the advisor is under heavy deadline pressure. The earlier the book, data, account types, partner roles, and transfer paths are reviewed, the easier it is to spot problems before clients are involved."
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        {
          "@type": "Question",
          "name": "Does Continuity help register the RIA?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "No. Continuity does not provide legal, registration, compliance, or regulatory filing services. Continuity supports the operational transition work around the launch, while the advisor works with qualified legal, compliance, and registration partners."
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        {
          "@type": "Question",
          "name": "How does RIA launch consulting differ from custodian onboarding?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Custodian onboarding is usually focused on that custodian’s platform, documents, and workflow. Continuity looks at the broader operating picture: client data, team responsibilities, transfer readiness, partner handoffs, post-launch cleanup, and the advisor’s working transition plan."
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          "@type": "Question",
          "name": "What tends to surprise advisors during an RIA launch?",
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            "@type": "Answer",
            "text": "Common surprises include messy data exports, direct business, non-ACAT assets, missing client information, trust or entity account details, client signing delays, cost basis issues, and cleanup items that remain after the launch feels complete."
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          "@type": "Question",
          "name": "Can Continuity support recruiters or aggregators during an RIA launch?",
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            "text": "Yes. Continuity can support recruiters, aggregators, platform partners, and integration teams that need a clearer view of advisor readiness, transition complexity, data needs, transfer risk, and operational execution."
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          "@type": "Question",
          "name": "Does an RIA launch plan include client communication?",
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            "text": "It should. Continuity can help organize the operational flow of client communication, such as priority groups, timing, paperwork needs, and follow-up tracking. Any legal, compliance, or firm review should come from the proper professional partner."
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          "@type": "Question",
          "name": "What happens after the RIA launch date?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Post-launch work may include residual assets, missing cost basis, RMD items, ACH updates, transfer exceptions, direct business, client questions, and system cleanup. A launch plan should account for this phase before it arrives."
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          "@type": "Question",
          "name": "What should we bring to an RIA launch review call?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Bring the launch goal, rough timeline, current firm type, expected custodian or platform path, estimated client and account count, known complex assets, partner list, and any concerns already surfacing. Do not send confidential client data through a public form."
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