Earn CE Credit | Tools, tech, and tips for Advisors making the leap
| | | Breaking Away, Going Independent: What to know before you go |
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2:00 PM ET
11:00 AM PT |
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Join us for a 1.5-hour summit(CE Credit eligible) offering essential insights for advisors considering the leap to independence. With more financial advisors shifting from wirehouses to embrace independence as RIAs—whether by launching their own firms, joining established ones, or adopting a hybrid model—this event provides the tools and knowledge needed to evaluate technology needs and navigate the transition process for success.
Agenda: SESSION 1 (30 min) 2:00 PM ET – The Essentials of Independence SESSION 2 (30 min) 2:30 PM ET – Beyond the Breakaway: Designing a Scalable and Sellable Firm SESSION 3 (30 min) 3:00 PM ET – Building Your Tech Stack | Many of your peers have already RSVPd. Will you be joining us as well?
✔️ YES, I'll see you TODAY at 2 PM ET! ❌ Not available, but send me the recorded version! | | EARN CE CREDIT |
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| | SESSION 1 (30 min) 2:00 PM ET – The Essentials of Independence
Key considerations before making the transition, including compliance, client communications, and team readiness. Register Now.
Featured Speakers: |
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| | | Diana Britton - Moderator Managing Editor WealthManagement.com |
| | | Tammy Robbins Executive Vice President and Chief Business Development Officer Cambridge Investment Research, Inc. |
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| | SESSION 2 (30 min) 2:30 PM ET – Beyond the Breakaway: Designing a Scalable and Sellable Firm
Breaking away is just the start—scaling and selling your firm begins with smart real estate decisions. Should you rent or own? How do lease terms impact growth? This session explores the often-overlooked nuances of securing the right space and its long-term impact on your firm's success. Register Now.
Featured Speakers: |
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| | | Manny Laws Vice President, Emerging Solutions LPL Financial |
| | | Kimberly Sanders Senior Vice President, Head of Emerging Solutions LPL Financial |
| | | Shannon Rosic- Moderator Director of WealthStack Content & Solutions WealthManagement.com |
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| | SESSION 3 (30 min) 3:00 PM ET – Building Your Tech Stack
What tools and solutions are essential for a smooth transition and ongoing operations? Discover must-have technology to set your practice up for success today and beyond. Register Now.
Featured Speaker: |
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| | | Matt Ackermann Chief Content Officer Integrated Partners |
| | | Andree Mohr President Integrated Partners |
| | | Shannon Rosic- Moderator Director of WealthStack Content & Solutions WealthManagement.com |
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| | | EARN CE CREDIT | | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for 1.5 credit hours | | Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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