Erik Mora, RICP®, is the Director of RIA & Business Services at Synchronize, where he helps lead the organization’s work with registered investment advisors, financial professionals and insurance partners. Since entering the financial services industry in 1997, Erik has developed extensive experience across insurance distribution, RIA operations, business strategy, practice management, marketing and financial technology.

Erik began his career in insurance distribution, serving in wholesaling and leadership roles with several leading insurance companies. In 2014, he shifted his focus to the registered investment advisor channel, helping manage and grow an RIA by transitioning breakaway advisors to the firm.

In 2017, Erik co-founded Freedom Partners, a back office and business services firm created to help RIAs operate more effectively and build stronger businesses. The firm supported advisors across marketing, business development, operations, technology, financial management and practice strategy. Freedom Partners was later acquired by Lockton Affinity and became a part of Synchronize.

Today, Erik works with a select group of RIAs as an embedded back office and business partner. His role extends beyond traditional consulting. He works alongside advisors in their day-to-day businesses, develops and manages growth strategies, participates in client planning situations, evaluates process and technology needs and moves ideas from concept through implementation. This hands-on involvement shapes his approach to strategy, content creation, advisor education, operations, technology and practice management.

Erik also helps RIAs build and manage insurance capabilities within their firms. As more RIAs seek to provide a comprehensive planning experience that includes insurance, he helps them develop the education, training and processes needed to successfully integrate these solutions into their businesses.

Known for connecting strategy with practical execution, Erik is a frequent contributor to advisor education, industry content, webinars and training programs focused on RIA growth, practice management, insurance planning and the evolving role of risk management within comprehensive financial advice.