Join us for a live 45-minute webinar to learn how Third-Party Asset Management and Model Portfolios are helping advisory firms streamline operations, boost client satisfaction, and grow valuation—without increasing operational costs.
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Join us for a live 45-minute webinar to learn how Third-Party Asset Management and Model Portfolios are helping advisory firms streamline operations, boost client satisfaction, and grow valuation—without increasing operational costs.
In this value-packed session, you’ll discover how today’s most successful advisors are unlocking extraordinary growth using our Advisor Amplification Model™, including how to:
Focus on relationships while we streamline the rest
Our platform helps meet regulatory standards with ease
Higher efficiency and recurring revenue models make you more attractive to buyers
CEO
CEO, Partnered with Eric Russell to build an RIA ahead of Frank Russell Company’s $1.2B sale. Secured nearly $1B in UHNW assets by 2005.
Equity Partners Founder of $5B RIA. 35+ years in institutional portfolio management for large U.S. pensions.
Former business professor at UT, Stanford, and Seattle Pacific. Also seasoned entrepreneur & advisor helping organizations grow through clarity, strategy, and real-world experience.
Alternative investments expert from Russell’s $8 billion hedge fund of funds.
Capital markets expertise and builder of a billion-dollar securitization firm.
Empowering advisors to grow smarter—with turnkey asset management, scalable model portfolios, and back-office support built for lasting success.
Nevada • Pacific Northwest • Southern California
Join us for a live 45-minute webinar to learn how Third-Party Asset Management and Model Portfolios are helping advisory firms streamline operations, boost client satisfaction, and grow valuation—without increasing operational costs.
Date: Wednesday, June 12
Time: 10:00 AM PT | 1:00 PM ET
Location: Live on Zoom
(link provided upon registration)
Equity Partners Senior Team: Ron Robertson, Co-Founder, Equity Partners
Join us for a live 45-minute webinar to learn how Third-Party Asset Management and Model Portfolios are helping advisory firms streamline operations, boost client satisfaction, and grow valuation—without increasing operational costs.
Date: Wednesday, June 12
Time: 10:00 AM PT | 1:00 PM ET
Location: Live on Zoom
(link provided upon registration)
Equity Partners Senior Team: Ron Robertson, Co-Founder, Equity Partners
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Join us for a live 45-minute webinar to learn how Third-Party Asset Management and Model Portfolios are helping advisory firms streamline operations, boost client satisfaction, and grow valuation—without growing payroll.
Date: Wednesday, June 12
Time: 10:00 AM PT | 1:00 PM ET
Location: Live on Zoom
(link provided upon registration)
Keynote Speaker: Ron Robertson, Co-Founder, Equity Partners
In this value-packed session, you’ll discover how today’s most successful advisors are unlocking extraordinary growth using our Advisor Amplification Model™, including how to:
Same Revenue, Different Outcomes: Why Some Advisor Firms Sell for 4x and Others for 1x https://vimeo.com/1083670336 By Equity Partners Team Two financial advisory firms walk into a deal room. Both do roughly $2 million in revenue, have loyal clients, and have been around for 15-plus years. On the surface, they look like peers. One walks […]
Better Outcomes Start Earlier: Aligning Growth, Succession, and M&A https://vimeo.com/1083670336 By Equity Partners Team In our work with advisors, we’ve seen a trend where growth, succession, and M&A often live in separate rooms of the mind. Growth is now, succession is later, and M&A is “if it ever happens.” Each gets attention when the calendar […]
What Clients Remember Long After the Returns Are Forgotten https://vimeo.com/1083670336 By Equity Partners Team Ask any client about the proudest moment of their financial life and almost none of them will answer with a percentage. They’ll talk about the business they built, the kid they put through college, the parent they cared for, the retirement […]
WEBINAR:
Join us for a live 45-minute webinar to learn how Third-Party Asset Management and Model Portfolios are helping advisory firms streamline operations, boost client satisfaction, and grow valuation—without growing payroll.
📅 Date: Wednesday, June 12
🕙 Time: 10:00 AM PT | 1:00 PM ET
📍 Location: Live on Zoom (link provided upon registration)
🎤 Keynote Speaker: Ron Robertson, Co-Founder, Equity Partners
Co-Founder of Equity Partners
With decades of experience leading advisor networks and scaling investment platforms, Ron brings a proven track record in empowering advisors to operate with efficiency, trust, and long-term success. He’ll share insights on simplifying complexity, improving margins, and preparing your firm for generational transition or acquisition.
How to reduce operational drag by leveraging third-party asset managers
Why model portfolios can increase valuation and simplify compliance
What top advisors are doing to scale faster—with fewer internal bottlenecks
How outsourcing investment management frees you to deepen client relationships
Real-world examples from firms using these solutions to grow AUM and advisor bandwidth
Independent RIAs and hybrid advisors
Advisory teams planning for succession
Firms looking to scale without adding internal headcount
Advisors ready to focus more on relationships and less on operations
Seats are limited. Reserve your spot now!
👉 [Register Now Button]
(Include name, email, firm name, and optional checkbox for follow-up call or whitepaper)
✅ Trusted by elite advisory teams nationwide
✅ Backed by decades of leadership in advisor networks
✅ Built by advisors, for advisors
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Trained by the best, Ron quickly excelled, moving $100M in AUM in his first 9 months and later founding a $1.8B advisor platform.
Has held esteemed roles in academia, including Professor at Stanford and Dean at Seattle Pacific University.
Erik is an investment strategist specializing in asset management, market analysis, and portfolio optimization for long-term growth.
Thane Cleland CEO and CIO of CWC Advisors, LLC, has 35+
years of investment experience, including portfolio management and corporate operations.
