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  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
  2. 2. Within a day or two typically 6 - 12 Experts, who have opted-in, will contact you with a brief explanation of their qualifications and how they can help.
  3. 3. You can communicate back and forth, qualify each other, connect and pay fees to Experts through Zintro.
  4. Zintro is free, anonymous and without obligation.

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Recent Investment Advisors Inquiries

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Registered Investment Advisor (ria)

Our firm is seeking professionals for a phone consultation, with expertise on ria aggregation and on building an ria platform at-scale. Further, providing perspective on the current state and future projection of ria industry, with particular insights into (1) growing/declining niche client sub-sectors and (2) investment in technology/tech services to manage firm and serve clients more efficiently. Ideally, we would prefer to speak with someone who recently worked at/currently in a leadership role at a fiduciary wealth firm. This would be for a 1-hour paid phone consultation. To demonstrate your relevance in this space, please consider answering the following questions. 1. Briefly, can you share the level or extent of your experience in this space in relation to your previous/current role? 2. Would you be able to discuss each of the following topics in-depth? Kindly answer with yes/no or a few brief statements. 2a. Have you successfully assisted in sourcing or identifying ria firms for potential acquisition/merger to a larger ria platform? 2b. Have you managed and grown a set of acquired/merged ria firms on a new platform? 2c. Are you familiar with the specific financial/economic inputs to track and measure for achieving the platform scale? 2d. Can you share your insights on the key growth markers of an ria that require or provide room for greater investment in people/technology? (ex, aum milestones, client volume, client complexity and services needed)? 2e. In managing a number of ria firms on a single platform post-acquisition/merger, are you able to discuss some of the challenges and operating realities? **please note that we are only interested in your personal point of view and are not seeking confidential information. ***referrals are highly appreciated

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    James |Managing Partner

    I run an RIA and have acquired five others. I would be happy to help....

    2.3 Hours Later
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    Kyle |Vice President

    Rate: $200 1. Briefly, can you share the level or extent of your experience in this space in relat...

    2.6 Hours Later
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    Ashish |Portfolio Manager

    I founded my own RIA seven years ago and it is still in business. I worked for two other RIAs for se...

    5.2 Hours Later
+15 Other Responses
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Sap Investment Management

Hi, i am looking for subject matter expertise to reduce the cost of sap investments by optimizing the license types and level of support opted for. Please respond to this inquiry if you could provide consult on this topic.

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    Dipak |SAP Senior Consultant.

    Hi, Please let me know in details I would be able to help you, Please let me know the next steps. ...

    2.8 Hours Later
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    AuroSys |COO

    Hi, We are experts in SAP ERP and will be glad to work with you on this. Please provide more detai...

    3.8 Hours Later
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    Shaun |Vice President

    Hi One of my team can help and specialises in Sap vendor commercial management. Can you share more d...

    7.7 Hours Later
+14 Other Responses
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Investment Management

Looking for someone/group to manage my portfolio. I am not satisfied with the work and fees and results of my current advisors at merrill lynch. They are too expensive and do not deliver even market returns. The more they explain their company's business model the more i realize that merrill lynch does not have my interests at the front of the list. I also now realize the proprietary nature of these bigger firms.

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    Tony |Investment Director

    Hi - I believe that my business is probably not a good ***** your requirements. However, I can ...

    1.5 Days Later
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    samuel |Founder and Chief Investment Officer

    happy to have the conversation...

    5.8 Days Later
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    Ku Tang |Independent Consultant

    Hi there. I am representing a licensed fund manager in Malaysia with a 17yr track record in investm...

    9.6 Days Later
+8 Other Responses
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Revenue Stream Diversification

Advisory discussion on revenue stream diversification dear experts, i am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world's fortune 1000 companies. We help businesses answer questions by engaging with the world’s most relevant experts. So far we have delivered over 750 studies with input from over 15,000 individuals. We are an authorized zintro partner. For a current study, we are seeking to speak with experts who can share their personal perspective on revenue stream diversification initiatives. The objective of the study is to better understand how mass transport providers and retailers increase their financial streams by providing innovative and customer friendly complimentary services at their different venue locations and what are the latest trends. Please note that we are only interested in your personal opinion and are not seeking any confidential information. We are interested in talking to experts from the following geographical locations: -the united states; -europe; -united kingdom; the potentially interested experts from europe should ideally have hands-on experience working for heathrow airport, deutsche bahn or ns stations. We are scheduling 45-60 minute discussions with experts this and next week and are happy to offer a negotiable compensation for each interview. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this. If you kindly let me know your contact details (email and phone/skype), i could provide more specifics on the study and standard process. We would welcome any referrals to other relevant experts as well. Best regards, evgeni

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    Michael |Portfolio Manager

    Do not have subject *****rtise on transport systems...

    9.6 Hours Later
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    Nigel |Principal

    I have no professional experience in this area, only personal *****....

    10.1 Hours Later
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    John |Business Development

    I can speak to how ***** *****nue and turn internal departments from cost center...

    10.6 Hours Later
+17 Other Responses
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Investment Advisor

We are looking for granular data/insights into the retail advisor market (including independent investment advisors and registered investment advisors) who focus on the mass affluent market (investors with $100,000 — $1,000,000 in investable assets). Helpful specifics would include pricing mechanics and revenues of companies who serve independent advisors such as moneyguidepro, moneytree, emoney, byallaccounts, cashedge etc.

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    Blair |Investment Advisor

    Hello, I perfectly fit your search description. I am a Registered Investment Advisor working wit...

    8 Minutes Later
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    Robert |President

    I am not a retail investment advisor. My work is in investment banking, M&A and *****actions...

    43 Minutes Later
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    David |Principal, Private Client Financial Advi

    I'm somewhat familiar with eMoney system. Others in my firm (MML Investors Services use it as well. ...

    1.1 Hours Later
+18 Other Responses
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Regulatory Affairs

Looking for securities exchange commission usa investment advisor act 1940 knowlege

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    Catherine |Founder

    I am a compliance consultant with full expertise in the Investment Adviser's Act of 1940. I am a Ch...

    2 Hours Later
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    Douglas |Managing Partner

    ***** outliersnetwork.com are two of my sites www.regdconsumersrepor...

    1.3 Days Later
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    Kathleen |Attorney- Independent Contractor

    Experienced US attorney available to provide legal services regarding US securities laws (particular...

    1.7 Days Later
+12 Other Responses
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Stock Market

Expert witness to review investments made by a person in the stock market from 2000 to 2012 and to give an opinion as to whether his decesions substantially increased the value of his investment portfolio or would he have been better off just following the dow jones industrial averages

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    Martin |Advisor

    Is this for a *****? I do work like that; I am with a large consulting firm....

    13 Minutes Later
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    Michael |Portfolio Manager

    Sounds interesting, would love to hear more about the scope of the project...

    15 Minutes Later
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    Robert |Managing Director

    I would be pleased to be considered for the project identified. I am a registered investment adv...

    24 Minutes Later
+25 Other Responses
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Manufactured Housing Investment

Our client wishes to speak with brokers relating to rias / wholesalers for real estate investing. Cap rates in the manufactured housing market have compressed recently, this would be an alternative investment opportunity for retail investors. This would be a 1-hour paid phone consultation. Briefly what level of recent direct experience do you have in this area please?

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    Mark |VP, Government Affairs, Tax and Accounti

    I have many clients who are in the manufacturing sector ...

    1.4 Hours Later
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    Joseph |Executive Managing Director

    I have been involved in CRE investment and finance for over 35 years and have completed over $6 bill...

    1.5 Hours Later
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    Samuel |Vice President

    My experience is in multifamily/industrial and office throughout the US. (acquiring, financing and m...

    2.2 Hours Later
+10 Other Responses
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Kyc

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    James |Investment Adviser

    We are interested in discussing this opportunity please provide more details Thank you...

    14 Hours Later
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    Michele |President

    Dear Sir/Madam, I have no expertise in KYC and have forwarded your Inquiry to my LinkedIn contacts....

    14 Hours Later
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    Ajit |Company Secretary with 10 years plus exp

    Choosing a Consultant/Advisor is an important decision. You want an experienced consultant that can ...

    2.3 Days Later
+7 Other Responses
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Investment Policy Statement

My name is marvin. I am a trustee for 5 trusts investments managed by northern trust bank .I need a specialist to prepare investment policy statement for each trust.

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    Kristoffer |Managing Partner

    Hi Marvin , We would be happy to discuss this engagement. Please contact us at 949 467 9960 Kris...

    2.1 Hours Later
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    Mike |Managng Director

    Dear Marvin, Investment policy ***** dependent on what the trust wants to achieve. I have c...

    2.9 Hours Later
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    David |Principal, Private Client Financial Advi

    Very experienced with investment policy and preparing investment policy *****: tailoring each t...

    6.6 Hours Later
+13 Other Responses
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401k Managed Accounts Services

We are looking to speak to multiple experts who have experience with 401k managed accounts services. The ideal expert preferably has over 5000 employees or over $500m 401k plan size and generally within the hr, benefits, treasury, or investment committee functions. Can be executive level or more junior as long as they have experience in the decision process. Someone who has experience with the 401k managed accounts service financial engines, fidelity, or morningstar would be a plus. This will be a 1-hour paid consultation. Please give a brief description below to ascertain fit. 1. Does your company utilize a 401k managed account service for which you were part of the decision/evaluation process? 2. How many employees does your company have? How many 401k plan participants do you have? Please give a brief response. 3. When is the last time you/your company evaluated 401k managed accounts service providers?

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    Allyson |Executive Consultant

    Hi, I was the executive in charge of building and distributing managed accounts to our 401(k), 403(b...

    57 Minutes Later
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    James |Managing Partner

    I ran Fidelity's 401(k) business for two years and was directly involved with the Managed Products G...

    2.3 Hours Later
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    Allan |Managing Consultant

    To whom it concerns, I do not have over 5000 employees but consider myself a SME in the 401K space....

    2.3 Hours Later
+17 Other Responses
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Investment Banking

Establishing investment management and investment banking entities in dubai,uae to facilitate investment and capital flows between india and the gcc and in both directions. Seeking senior executives preferably indian nationality or with experience in india or the gcc who may have recently retired and who have served in multinational or leading investment banks or asset / investment management companies.

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    Douglas |CEO & Founder

    Yes I have senior level major global IBK and Capital Markets experience and some past involvem...

    17.1 Hours Later
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    Pavan |Partner

    Hi, Please let me know if I will be of help in this assignment Regards Pavan +*****...

    24 Hours Later
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    Bishan |CEO

    lets connect *****...

    1.7 Days Later
+5 Other Responses
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