WEBINAR:

Discover How Top Advisors Are Scaling Faster—with Less Overhead and More Freedom

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.

📅 Event Details (Use bullet format or block)

📅 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

🧑‍💼 Speaker Spotlight

Featuring: Ron Robertson

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.

🎯 What You’ll Learn 

• 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

✅ Who Should Attend

• 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

📝 Call to Action (with Registration Form)

Seats are limited. Reserve your spot now!
👉 [Register Now Button]
(Include name, email, firm name, and optional checkbox for follow-up call or whitepaper)

🧠 Trust Signals (optional near bottom)

• ✅ Trusted by elite advisory teams nationwide

• ✅ Backed by decades of leadership in advisor networks

• ✅ Built by advisors, for advisors