Be known before
the meeting.
Independent advisors do their own homework long before they take a call. By the time a meeting happens, most of them already have a view.
We help you show up earlier — finding the advisors whose business suggests a real fit for your strategy, giving them something genuinely worth reading, and turning that into conversations your team can pick up and carry.
The RIA channel rewards a different kind of effort.
Independent advisors read, screen, and compare on their own time. That sounds like a problem for distribution. It's actually an opening: there's a stretch of weeks or months when you can earn an advisor's confidence directly, without competing for a calendar slot.
The managers who are present in that stretch are the ones who end up on the shortlist. And it's wide open, because most firms are still organized around the meeting rather than everything that happens before it.
Advisors don't need another meeting. They need a reason to want one.
The window between curiosity and allocation is the best opportunity in the channel.
It's the stretch between an advisor's first question about a category and the moment capital actually moves. That's where the shortlist gets built, where preferences settle, and where a manager who shows up well becomes the obvious answer long before anyone books a meeting.
We do the work, not just the thinking.
Here's what that looks like in practice.
Find the advisors who fit
We use SEC 13F and ADV filings and firm records to find the advisors whose holdings and business genuinely suit your strategy — specific names, with the reasoning behind each one, rather than a territory list.
Meet them where they're already looking
Independent advisors do their research on their own terms. We go to where that happens instead of waiting for a calendar slot that may never open.
Give them something worth reading
Education that respects how much they already know. Done well, your firm becomes familiar and credible before anyone has asked them for anything.
Turn interest into a conversation
When an advisor is genuinely curious, we introduce your team into a conversation that's already underway — not a cold call dressed up as a follow-up.
Tell you what we're hearing
Advisors say things to us they won't say to your sales team. We pass that back — what's landing, what's confusing, who they're comparing you to — and we adjust how the strategy is described.
Tell me the advisors you're trying to reach, and I'll tell you what we're hearing.
Talk to TinaOne engagement, built around access.
Direct Access
We use SEC 13F and ADV filings to identify RIAs whose holdings and business profile suggest a genuine fit. Then we earn attention through relevant education and thoughtful outreach, creating conversations your team can continue — and we bring back what advisors are telling us along the way.
Talk about Direct Access →Tradecraft
Our own publication for financial advisors — honest, independent looks at the strategies they're actually researching. It spans our educational materials and the Tradecraft podcast, all built around advisor growth strategies. It's how we stay close to the channel, and how sponsors get in front of advisors while they're still forming a view.
See Tradecraft →Less about size. More about situation.
Boutique & alternative managers
Real distribution ambition and a strategy that deserves to be in front of more advisors.
International managers entering the U.S.
A strong track record abroad, and an American advisor base ready to hear about it.
ETF issuers
A differentiated product that earns attention once advisors understand what it does.
Managers building in the RIA channel
Established in the wirehouse world and ready to grow where the channel is expanding.
We've done this ourselves.
A manager needed to reach investors in a category directly. We led with education and a specific, relevant solution — meeting people at the moment they were already curious, rather than interrupting them later. A great deal of qualified interest came back, none of it from traditional outreach.
Advisors behave the same way, only more so. They research earlier and more independently than the clients they serve — which makes them easier to reach well, if you arrive with something worth their time.
Client and engagement specifics available under NDA.
Start with the advisors
you want to reach.
The first conversation is about where interest in your category is building, how your strategy is currently described in the places advisors go to research it, and which advisors are genuinely worth your team's time. From there we can talk about how to reach them.
For CEOs, Heads of Distribution, and teams responsible for asset growth.