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Live Webinars

Isaac Mamaysky
Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data
When a financial adviser sells their practice, the transition hinges on whether clients will follow. While client relationships are very personal, client data belongs to the…
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Isaac Mamaysky
Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW
Restrictive covenants -- such as noncompetes, nonsolicits, and confidentiality agreements -- govern what advisers can and cannot do after they leave their firm. These provisions…
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Brent Carnduff
AI Search Engine Optimization (AEO + GEO) for Advisors
Join Brent Carnduff, a financial advisor marketing consultant, to learn how search is changing with tools like ChatGPT, Perplexity, and Google’s AI Overviews — and what that means…
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Michael Collins
From Advisor to Influencer: Secrets Behind a Planner’s 1,000s of Substack Subscribers
Looking for a fresh way to stay connected with clients and grow your audience? Join financial planner Michael Collins as he shares how he built a successful newsletter using…
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Harry Mamaysky
Using AI to Monitor Client Portfolios: A Smarter Way to Stay Informed
Your clients expect you to stay ahead of the curve — not just on markets, but on what’s happening with their portfolios.Join Dr. Harry Mamaysky, founder of QuantStreet Capital and…
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