Figure it out with fifty leaders who do exactly what you do

Imagine being part of a group of 50 independent RIA leaders, each managing portfolios between $400 million and $1.5 billion in AUM. Like you, they face similar entrepreneurial challenges, opportunities, and responsibilities. They lead organizations of similar size, are driven by growth, and, like you, care deeply for their clients—often carrying the weight of their role long into the night. And they’re ready to talk about it.

Over an action-packed 48 hours, you’ll engage in dynamic small-group discussions and other interactive sessions, helping each other tackle key topics such as:

• Effective customer acquisition strategies beyond referrals—including direct sales and marketing.

• Buy-in and tuck-in strategies

• Making the most of the 50%+ of client conversations that aren’t investment-related.

• Staff recruitment, retention, compensation, and succession planning.

• Curating the ideal service offering mix.

• Reducing time and costs in compliance, operations, and technology.

• Planning now for an exit, later - even much later.

• Conversations and interviews with asset managers and vendors of mutual interest, all driven by a mutual unique ranking system

And more!

All at no cost to you or your organization.

Be amazed at what can be accomplished in 48 hours.

The Summit is a unique opportunity to share and learn from other independent RIA’s and select vendors. Over 48 hours, you’re going to meet with, dine with, and have a little bit of fun with other RIA principals, and some senior executives from the vendor community. You’re going to learn what’s working for other RIA’s and what’s not. And they’ll be looking for you to share the same.  As a result, you’re going to get more out of 48 hours than you ever thought was possible!

A unique and custom agenda based on your needs.

To join the Summit, you’ll complete an easy three-minute application that enables us to understand how we and the group can support your challenges and opportunities. Based upon your application and then a selection process that you drive, a unique and customized agenda is created that introduces you to the RIA’s and vendors you’re interested in meeting with, and who are interested in meeting with you. It’s a curated process that creates opportunities for you to help others, them to help you, and to meet with senior executives in the vendor community.

What’s the catch?

There is none. Your “cost” is your time, your willingness to share with others, your desire to learn from others what’s working and what’s not, your curiosity to learn about funds available to your clients, and services that can help you grow your business.

For that, you’ll get a unique customized agenda of meetings with other Independent RIA’s who you can help, and who can help you. You’re going to meet with select “sell-side” funds and services who you’re interested in meeting, and who are interested in meeting with you.

All at no cost to you or your organization.

That’s it – plain and simple.

Who’s Eligible To Participate and Have All Costs Covered?

To be eligible to join the Summit, you must be in a leadership position within in your Independent RIA with a minimum of $500M AUM (no BD’s or TAMP’s, please). You should have decision-making authority or specific input into the tools and/or investment products your organization uses and may be seeking. If you meet this criteria, please click the button to complete the secure application found below.

The Summit is Limited to 50 Just Participants. Apply Now!