The firms that are scaling the fastest right now? They're not hiring more, they're working smarter.
While many advisory teams are overwhelmed by compliance demands, the most efficient firms are quietly rethinking how they operate. They're tightening workflows, reducing manual work, and empowering leaner teams to get more done, without burning out.
In this exclusive session, Patrick Hunt from SmartRIA and Jamie Hoyle from MirrorWeb will break down what these firms are doing differently and how you can apply the same strategies inside your own team. Whether you're already feeling the strain or planning ahead, you’ll walk away with practical ideas you can use immediately.
What you’ll get:
Real-world strategies firms are using to grow without growing their teams
A behind-the-scenes look at what’s working - and what’s holding teams back
Proven ways to reduce compliance busywork so advisors can focus on clients
Ideas to make your team more productive, more agile, and more resilient
This isn’t theory. It’s what’s actually working in the field right now.
Join us to learn how modern advisory teams are scaling smarter, and why the ones who don’t will be left behind.