WEBINAR
Trust at Scale: A New Growth Playbook for Independent Advisors
Advisor360° and CityWire RIA
About the Webinar
Scale without compromise. Discover how leading RIAs are growing fast while delivering the personalized service clients expect.
In partnership with CityWire, this webinar features Rob Bateman, Director of Product Marketing at Advisor360°, and Iyana Harris, Co-Founder of Catalyst, sharing proven strategies for building trust at scale—even in markets that demand speed, growth, and specialization.
What You'll Learn
- How top-performing RIAs scale their practices without losing the high-touch service that sets them apart.
- Key takeaways from the latest RIA Connected Wealth Report.
- Real-world stories of advisors who've grown—without sacrificing client experience.
- Actionable insights to build efficiency and trust at every stage of growth.