On-Demand Webinar

Scale Without Sacrifice: 7 Tips to Grow Past $1B Without Losing What Made You Unique

 

Advisor360° and The Oasis Group

 

On-Demand Webinar

AI in Wealth: What's Real. What's Next.

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About the Webinar:

Growing past $1B doesn't require sacrificing what made your firm successful. Boutique RIAs that struggle with growth rarely fail because of one bad decision. Instead, they make dozens of reasonable choices that, over time, create an operating model that can no longer support the business they've built.

Trevor Hicks, CTO, RIA Segment at Advisor360°, and John O'Connell, CEO & Founder of The Oasis Group, will explore how growing firms can build the infrastructure to scale without sacrificing client relationships, judgment, and the personal touch that clients hired them for. Moderated by Rob Bateman of Advisor360°, this session brings together an investment operations perspective and a technology architecture perspective on the decisions that determine whether growth strengthens or strains a boutique firm.

 

You'll Learn How to:

  • Diagnose where operational friction is actually costing you time, not just where it appears to be
  • Tell the difference between outsourcing and automation, and why firms that conflate them capture only half the benefit
  • Understand why today's infrastructure decisions determine the ceiling on your firm's value three to five years out

Access the Webinar:

Meet the Speakers 

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EXPERT PANELIST 
Trevor Hicks

CTO, RIA Segment

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Trevor Hicks is CTO, RIA Segment at Advisor360°, where he helps RIAs align technology strategy with growth and scale. He spent over a decade as an operator inside the RIA space, including as Partner and CTO at a multi-billion dollar advisory firm, where he helped grow AUM from $4B to $7B and later led technology strategy through a $15B merger and integration. His focus is on how firms scale without losing what makes them distinct.

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EXPERT PANELIST
John O'Connell

CEO and Founder of The Oasis Group

John is the Founder and CEO of The Oasis Group, which helps wealth management firms navigate technology strategy, cybersecurity, and AI implementation. He created the AI WealthTech Map and the AI Readiness Assessment, and authors the Oasis Peaks Perspective newsletter to over 70,000 subscribers. With 30+ years in the industry, John is also the author of the best-selling book Rise of The Activist Investor and creator of the Activist Investor Arc framework.

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HOST
Rob Bateman

Director of Product Marketing 

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Robert Bateman is a product and marketing leader with nearly two decades of experience at the intersection of financial services and technology. He currently serves as Director of Product Marketing at Advisor360°, where he draws on a deep product knowledge background to help wealth management firms understand how integrated technology can transform the way advisors work and serve clients. His combination of diverse financial services experience and hands-on product expertise gives Robert a unique lens for translating Advisor360° 's capabilities into clear, compelling stories that resonate with advisors and firm leaders alike.