ERISA Core Opportunity RLC specializes in independent ERISA consultancy for CPAs, advisors, and financial professionals, creating a strong cross-sell opportunity for ERISA focused training, practice management consulting, and continuing education via RLC Direct.

Trial to Conversion Capitalize on the free fourteen day RLC Direct trial to onboard mid sized advisory firms and cross-sell premium content, training programs, and ongoing consulting, turning trial users into recurring subscribers.

Strategic Partnerships Recent and past partnerships with CapitalROCK and Deschutes Investment Consulting establish credibility and open doors for joint marketing, data integration, and bundled offerings to plan sponsors and retirement committees.

Digital Delivery The tech stack indicates readiness for scalable online training and licensing; opportunities include expanding digital course catalogs, certification paths, and enterprise licenses for larger advisory practices.

Market Positioning Upsell With revenues in the lower mid market range and peers in the next tier, there is an opportunity to upsell ERISA focused, high value solutions to mid market firms seeking compliance guidance and professional development beyond generic training.