Built to Grow Webinar: Your Advisor Success Blueprint

Описание: In this Built to Grow webinar, Equity Partners and CWC Advisors share how financial advisors can scale their practices, compete for larger client relationships, and deliver institutional-quality investment management without building an internal research team.

Learn how concentrated stock selection, portfolio engineering, and liquid alternatives can work together to help manage risk, pursue alpha, and support long-term practice growth — while freeing advisors to focus on client relationships and business development.

Designed for advisors seeking a repeatable, professional investment process aligned with scalability, discipline, and risk management.


Connect with us at: [email protected]

Timestamps
0:00 – Revitalizing advisors through process and structure
0:44 – Solving scalability challenges for growing firms
1:27 – Why traditional models limit advisor growth
2:39 – The Built to Grow philosophy
3:30 – Trusting third-party asset management
4:08 – Moving upstream and raising minimums
5:03 – Institutional investment process explained
6:05 – Portfolio engineering and specialization
7:37 – Why outsourcing investment management matters
9:06 – Risk-return design and portfolio building blocks
10:17 – Avoiding performance chasing
12:07 – Collaboration and investment debate
13:05 – Managing portfolio transitions and taxes
14:27 – Concentration vs. benchmark hugging
17:36 – GIPS standards and performance integrity
19:05 – Expectations, valuation, and regime shifts
21:10 – Alternatives and volatility management
24:29 – Large cap growth overview
26:29 – Fixed income, credit, and yield strategies
27:22 – Core investment principles
29:51 – Growth, capital, and succession planning