The Wake-Up Call

You’ve built a firm managing over $1 billion in assets—a level of success that few ever reach. But the real question is: can you keep it?

Right now, the RIA industry is changing faster than ever. Consolidation is swallowing firms, referral networks are underutilized, regulatory pressures are intensifying, and AI is disrupting the landscape.

The top RIAs are adapting. The rest? They’re being acquired or left behind.

That’s why I’m inviting you to an exclusive, invite-only Executive Briefing on The 5 Most Dangerous Trends Facing RIA Founders Today—a no-fluff strategy session designed to protect your independence, scale your firm, and safeguard your personal well-being.

📅 Date: Tuesday, February 25th, 2025
⏳ Time: 12-1PM Eastern
📍 Location: Virtual – Attend from your private office
🍽 Bonus: Lunch delivered to your door—on us!

We only have 30 seats available, and they are filling fast. Secure your spot before it’s too late:

👉 [Click here to register now]

See you inside,

Seth Greene

P.S. This is NOT a webinar. This is a closed-door, high-level strategy session for elite RIA founders who want to stay in control of their firm’s future. Reserve your spot now.