Webinars for Fast-Growing RIAs



Leaders of RIA firms understand technology is not a luxury, it’s a necessity for business growth and long-term success. As you consider an upgrade, you may be wondering, “Where do I start?"

This free virtual series is geared to RIA executives, firm partners and high-achieving operations team members who want to solve tough business challenges while advancing your organization. Does this sound like you?

It’s Time to Make the Switch.

Expert Sessions

Session 1
30 mins

Making Smarter Decisions About Your Technology

The RIA landscape is evolving quickly; with technology pushing the boundaries. Hear from industry experts about key industry trends, how to easily evaluate your firm’s technology needs to make smarter decisions.

Session 2
60 mins

How to Use New Technology to Grow Your Business

Learn first-hand about how the right platform can help you respond promptly to client requests, effectively manage any portfolio or asset and streamline your reporting processes and workflows.

Session 3
30 mins

Making the Switch, Efficiently and Effectively

Learn how to implement new technology without disrupting your business. Don’t just take our word for it—hear from clients who have made technology transformation and how they did it.

Event Speakers

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Cameron Sheehan

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Amy DeTolla

Focus Financial/Connectus
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Matt Sonnen

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Diana Grimsley

June 8-10, 2021

Can't make the live sessions? Access the recordings on-demand.


Reach out with questions regarding the event.