Webinars

The Next Generation of RIA M&A Webinar Series (Upcoming)

Following the latest release of The RIA Deal Room, AGS is launching a four-part webinar series.

  • Fact Versus Fiction: Investigating the “Truth” in Deal Structures 
    • Wednesday, June 10th / 1:00 PM – 1:45 PM (ET)
    • Special Guests: 
      • Karl Heckenberg, CEO, Emigrant Partners, LLC
      • Rush Benton, Senior Director, CAPTRUST
    • Register: https://bit.ly/dealstructures
  • Finding a Seat at the M&A table: Strategies for the Long Term
    • Wednesday, June 17th / 1:00 PM – 1:45 PM (ET)
    • Special Guests: 
      • John Burns, CEO, Exencial Wealth Advisors
      • Marty Bicknell, CEO & President, Mariner Wealth Advisors
    • Register: https://bit.ly/MnA_strategies
  • Approaching a Deal: How Do RIAs Get Started?
    • Wednesday, June 24th / 1:00 PM – 1:45 PM (ET)
    • Special Guests
      • Brent Brodeski, CEO, Savant Capital
      • Matt Cooper, Partner and President, Beacon Pointe
    • Register: https://bit.ly/dealapproach
  • Tailwinds: Evaluating the Next Generation of RIA M&A
    • Wednesday, July 1st / 1:00 PM – 1:45 PM (ET)
    • Special Guests
      • Rick Dennen, President & CEO, Oak Street Funding
      • Keith Taylor, Managing Director, The Cynosure Group
    • Register: https://bit.ly/nextgenRIA_MnA

Build an “All Weather” Compensation Strategy

Advisor Growth Strategies and special guest John Burns of Exencial Wealth Advisors discuss options for linking compensation and equity to a firm’s strategy and financial objectives. In any market, it is important for firms to have optionality in a plan while staying competitive to retain talent. How can firms strike the right balance with their compensation and equity strategy?

Evolve Your Organizational Structure

Advisor Growth Strategies and special guest Ron Carson of Carson Group discuss ways to align your organizational structure to your firm’s goals. Finding and developing the right talent and providing a path for growth is becoming a requirement to compete in all conditions. How can RIAs maximize their organizational structure to deliver value for clients?

Make Your Business Sustainable in All Markets

Advisor Growth Strategies and special guest Brent Brodeski of Savant Capital Management discuss options for making your business sustainable in all markets. This webinar highlights options for evaluating your platform and identifying gaps. Where is your scale and should you be considering partnering or outsourcing to improve sustainability?

How to Manage an RIA P&L to Survive Any Market

Learn best practices for today’s challenging market while protecting your firm’s long-term future.
Topics include:
- What types of leading RIAs are best suited to handle the volatility
- How RIAs can best manage pressure on their P&L and owner returns
- What levers RIAs can pull to protect their companies in the immediate term while setting the stage for recovery

The RIA Deal Room 2019 Webinar

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