Grow to $1 Billion or More in AUM

Complimentary Interactive Panel Discussion

Date:  October 12, 2020

Time:  2:00 – 3:00 p.m. ET

Speaker

Lisa Salvi

VP, Advisor Services, Charles Schwab
Speaker

Catharine Aguilar

Chief Marketing Officer, CornerCap Wealth Advisors
Moderator

Steve Sanduski, CFP®

Business Coach, Author, Founder
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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.

You’ll learn:

  1. The 15 business metrics that Schwab’s Top Performing Firm’s rank highest in.
  2. What the top-performing firms with $1 billion or more in AUM are doing to grow at 3x the rate of their peers.
  3. How the top-performing firms are adapting to a Covid-19 world.

Plus, attendees will take part in two real-time polls and receive a copy of Schwab’s latest RIA Benchmarking Study.

Guest Speakers:

Lisa Salvi, VP, Advisor Services at Charles Schwab

Lisa is a member of the Advisor Services leadership team and is responsible for Schwab’s Business Consulting and Education offer. Her team develops and manages programs and one-on-one consulting engagements designed to help independent advisors make lasting and significant improvements within their firms by focusing on key business, technology, and cybersecurity issues. Salvi’s team leads the annual RIA Benchmarking Study, the Compensation Study, and programs that support the development of advisor talent through executive education and student initiatives.

Catharine Aguilar, CMO, CornerCap Wealth Advisors

Catharine joined CornerCap, a $1.3B AUM RIA firm, following a 20-year career in healthcare marketing. Today, she leads the marketing strategy and oversees execution of the firm’s multi-channel marketing outreach to current and prospective clients. She’s passionate about inspiring people to establish goals-based wealth accumulation plans that enable them to realize their personal and family dreams.

Steve Sanduski, CFP®, Belay Advisor

Steve is a business coach, New York Times bestselling author, podcast host, and co-founder of the software and training company ROL Advisor. Previously, he was the Managing Partner of Peak Advisor Alliance, a business coaching and training resources company that grew from 0 to 1,000 coaching clients during his 11 years of managing the company. Steve is also a frequent contributor to the trade press including Financial Advisor Magazine. His long-running podcast, Between Now and Success, is one of the most popular podcasts in the financial industry.

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