Free live webinarThursday, November 19 · 4pm ETThu, Nov 19 · 4pm ET
The playbook for starting your own RIA in 2026
Andrew Gentiluomo recently left his broker-dealer and started his own RIA. Live, he shares the playbook he wrote, and Liam McGuire shows how Marloo lets you grow without hiring.
Save your spot
Thursday, November 19 · 4pm ET (1pm PT) · 60 minutes on Zoom
- Can’t make it live? We’ll send the recording
- Open Q&A with Andrew
For financial professionals only. Educational, not investment, legal or compliance advice. By registering, I agree to receive webinar invites, recordings and product updates from Marloo. Unsubscribe at any time.
“There’s very little information about starting your own RIA, so I wanted to write the playbook. There is a method to the madness.”
Live on November 19, Andrew covers
- What to have in place before you resign
- Choosing the hub of your practice
- How he gives every client personalized service without hiring
- What he’s learned in his first year
You don’t need to hire.
Andrew runs Fortezza with no staff. Marloo is the CRM in the middle, and everything else is a spoke.
- CustodiansAccount opening and transfer paperwork
- E-signatureOnboarding packs sent through DocuSign
- ComplianceA third-party firm, kept separate as oversight
- Client filesUp to 20 years of history, handwritten notes included
- Google DriveDocuments Marloo can read across
- OnboardingHis own templates and client forms
“Marloo gives you the big-firm capability while maintaining the personal service. Five years ago that didn’t seem like a reality. You had to have the back office, and it had to be people filling out those documents.”
Bring your questions to Andrew.
Thursday, November 19 · 4pm ET · Free on Zoom
Questions, answered
Yes. It’s free to join, and you don’t need to use Marloo.
Register anyway. We’ll email the recording to everyone who signs up, the day after the session.
Financial advisors thinking about going independent, planning to leave a broker-dealer, or in their first year running their own RIA.
Yes. The last part of the hour is open Q&A with Andrew, so bring the questions you’d ask someone who has just done it.
No. The session is for financial professionals and is educational only. Speak to your own attorney and compliance firm about your situation.
