WEBINARS

Actionable Ideas from Our Thought Leaders

Join our interactive workshops to transform your advisory practice

Thursday, 11/12 at 11am PT/2pm ET

The Website Fixes Advisors Should Make Before 2027

Join Samantha Russell and Susan Theder for simple website fixes and live advisor website audits to help you get found in AI search, turn more visitors into conversations, and head into 2027 ready to grow.

Thursday, 11/12 at 11am PT/2pm ET

The Website Fixes Advisors Should Make Before 2027

Thursday, 11/19 at 11am PT/2pm ET

We Tracked 12,000+ Advisors for a Year. Here’s What Grew Their Lists

During this workshop, Susan Theder and Samantha Russell will break down exactly what worked, and give you the playbook to put it to work in your own marketing.

Broadcasted on Wednesday, 8/12 at 9am PT / 12pm ET

Your Playbook for Retaining the Next Gen

Join us for a practical look at how to turn the estate planning conversation into a relationship with the whole family. Walk away with tools to open the conversation with confidence and become the advisor the next generation already knows by name.

PAST WEBINAR ATTENDEE

“Widely opened up my eyes to Advisor marketing for which I have no clue on how to do.”

PAST WEBINAR ATTENDEE

“Every webinar I attend, I am learning something new.”

PAST WEBINAR ATTENDEE

“Susan and Samantha are always so helpful and humble. I love that they even ask attendees for what they see in their practice. They promote a community vibe.”

PAST WEBINAR ATTENDEE

“Sam and Susan are always great with the content that they provide in their webinars. It’s always informative and everyone should be able to take away at least one thing.”