A LEARNING COMMUNITY FOR GROWTH-ORIENTED RIAS
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WHAT IS THIS FOR?
KeyBridge Solutions is teaming up with Ascend ActionCoach to create a learning community of peers:
The RIA RoundTable! This is a great opportunity for growth-oriented RIAs to access outstanding monthly educational content, on-going business coaching, and peer-learning from leading firms in other non-competing markets.
ROUNDTABLE HOSTS
Matthew Swendiman
Chief Executive Officer
Matt has a distinguished career in investment management, starting in 1996 at Citi Fund Services. He served as counsel to Conseco Capital Management, followed by roles at The Phoenix Companies and K&L Gates. In 2006, he became Chief Administrative Officer at Fifth Third Bank, overseeing investment management and legal support for various operations. He also served as Secretary and Chief Legal Officer for the Fifth Third Funds. Matt holds a CFA charter and founded Graydon Compliance Solutions before becoming CEO of Key Bridge Compliance and co-founder and Chairman of F/m Acceleration, a registered investment adviser back and middle office solution provider. He has a BA and JD from The Ohio State University and an LLM in Insurance Law from the University of Connecticut.
Paul Darwish
Executive Business Coach
Paul is an accomplished serial entrepreneur and CEO, nationally recognized for his expertise in marketing and business development. With a 35-year career spanning brand management at Procter & Gamble, co-founding startups, and C-suite roles, he brings a wealth of business experience. Paul is currently a coach and advisor to business owners and CEOs, using his executive background, emotional intelligence, and wisdom to facilitate holistic personal and professional growth. If you’re seeking support and tools to enhance your business and personal life, consider reaching out to Paul for potential collaboration.
FEATURES
In-person meetings held 2x per year, hosted by participating RIAs
Monthly one-on-one coaching calls with each participant
Space is limited to the first ten firms to sign on (only one per market)
Half-day virtual meetings held 10 months of the year (same day/time each month)
Similar wealth managers in different cities, with a growth mindset
Signed NDAs put in place, so firms are free to share openly
TOPICS WE’LL COVER
- Putting the AI (Artificial Intelligence) in RIA
- Fees and Pricing – Getting it Right for Your Client Base
- Driving Enterprise Value Based on Valuations in the Industry
- Custody – Do You Have It? Should You Have it?
- Custodians: Fidelity, or Schwab, or Who else?
- Know Thyself – Become a Better Leader Through More Self-Awareness (we’ll utilize some fun tools in this area… DISC, Strengthsfinder, etc.)
- Building the Best Real Estate Strategy That is Right for You
- Succession & Exit Planning – It’s Never Too Early
- Investment Management – Choosing the Best Option for You & Your Clients
- Optimizing Your Client Service Offerings
- Is Bigger Always Better? If So, How Do I Create Scale?
- Leveraging Data, Information Technology, & Cybersecurity
- Working Your Centers of Influence
- Managing Your Professional Service Providers
- Recruiting, Retention, and All Things HR-Related
- Alternative Investments – Is the 60/40 Model Dead?
MONTHLY AGENDA
8:30 – 9:00am Check-in and Icebreaker
9:00 – 10:00am Educational Presentation & Discussion
10:00 – 10:15am Break
10:15 – 11:00am Guest Speaker / “Sponsor Content”
11:00 – 11:45am Member Highlight and Discussion of Their Key Issue(s)
11:45am – 12:00pm Closing Comments & Agenda Review for Next Month
Twice-Annual In-Person Meetings
THURSDAY:
10:00 am – 5:00 pm Day-Long Educational & Benchmarking Session
11:00am – 1:00pm Working Lunch Catered by Host RIA
6:00pm Cocktails & Dinner by Host RIA
FRIDAY:
9:00am – 11:00am Friday Morning Member Highlight (Two Different Firms)