Watch Recordings of Past Events

How to Grow to $1 Billion in AUM and Beyond

The top-performing RIA firms with $1 billion or more in AUM keep crushing it because they do things differently. Now, for the first time, Charles Schwab has identified the 15 business metrics that its Top Performing Firms excel in.

In today’s panel discussion, we will discuss how you can use these business metrics and the insights found in Schwab’s 14th annual RIA Benchmarking Study to inform your growth strategy.

Panelists
Steve Sanduski, CFP®
Catharine Aguilar, Chief Marketing Officer, CornerCap Wealth Advisors
Lisa Salvi, Vice President, Advisor Services, Charles Schwab

October 12, 2020

To watch the recording and read the show notes, click here.

Grow Fast in Any Environment

Peter Mallouk, President of Creative Planning, Inc., discusses ways advisors can grow their businesses and provide exceptional service to their clients and their communities in these difficult times.

Panelists
Steve Sanduski, CFP®
Peter Mallouk, J.D., MBA, CFP®

June 23, 2020

To watch the recording and read the show notes, click here.

The 5 Best Ways to Market in a Covid-19 World

The marketing trends that were in place prior to the pandemic have accelerated because of the pandemic. In particular, delivering virtual events coupled with digital marketing has become a key path to reaching a large number of your ideal clients in a cost-effective way. But you need to move fast as it’s becoming quite crowded in the virtual space. You can still generate your unfair share of new clients as long as you are engaging, transparent, entertaining, and, of course, deliver real value.

Panelists
Steve Sanduski, CFP®
Bill Keen, Keen Wealth Advisors
Lisa Salvi, Vice President, Business Consulting and Field Experience, Charles Schwab

May 28, 2020

To watch the recording and read the show notes, click here.

Key Strategies to Help Your Clients Be Resilient and Gain Personal Momentum Coming Out of the Covid-19 Pandemic

Without a proper way to cope with changes, restrictions, and volatility, it’s easy to fall into a negative trap that prevents us from coming out of this pandemic with positive momentum.

In this virtual panel, facilitated by Steve Sanduski, CFP®, and Mitch Anthony, co-founders of ROL Advisor, you’ll hear from noted clinical psychologist Beth Kurland, Ph.D., and 20-year Navy SEAL veteran Commander David Sears as they discuss specific strategies to adapt to this unprecedented environment. The speakers share their insights and experience in dealing with stressful situations and overcoming major challenges so you and your clients can exit this pandemic with strong momentum.

Panelists
Steve Sanduski, CFP®
Mitch Anthony
Commander David Sears, USN (ret.)
Beth Kurland, Ph.D.

May 13, 2020

To watch the recording and read the show notes, click here.