Ten steps through trust, niche and traction, tracked like a pizza delivery, with a prize at the end of each stage. And a built-in list of the RIAs that fit you: by size, place and custodian, and by the tech they run today.
An RIA? Open the TNT Tracker for firms →
Steps 1–5 check themselves from your Advicer.bio page: claimed, the basics advisors check first, integrations, reviews and your replies. Steps 6–10 you fill in: your ideal firm and target list, your engine, your constraint, your goals and your top three each week. Every step has a link if you'd rather work with Joe on reaching advisors.
Advisors buy what other advisors trust. Reviews, honest replies, real pricing and integrations do more for a demo request than another ad.
Name your ideal firm, then see every RIA that fits: its size, its custodian, the competitor it runs, the partners you integrate with, and whether it's growing.
One constraint, one engine you'll stick with, and the same three questions every Monday. Four weeks in a row is the last step.