Webinar with Amplify: Beyond the Template: How RIAs Build a Signature Client Experience

In this insightful webinar titled ‘Beyond the Template: How RIAs Build a Signature Client Experience’, join John O’Connell of The Oasis Group and Jack Martin of Amplify for a candid conversation about how forward-thinking RIAs are shifting their mindset from “technology platform” to “experience engine.” Together they’ll explore how firms can configure their business around the experiences that matter most—for clients, advisors, and operations teams alike—and how that shift unlocks real competitive advantage.

What You’ll Learn

• Why most RIA firms look identical to prospects and clients and what it costs them.
• How to define your firm’s identity: investment-led, financial planning-first, relationship-focused, or something else entirely.
• The four experience personas every firm should design around: client, advisor, operations, and governance.
• Why a unified data model is the foundation of a truly configurable firm.
• How outsourcing the right functions (technology, billing, investment management) frees your team to focus on what actually drives growth.
• What breakaway advisors need to know about recreating an institutional-grade experience—on their own terms.

Who Should Attend: This webinar is ideal for RIA founders, managing partners, and senior leadership at wealth management firms who are ready to stop competing on features and start competing on experience. Breakaway advisors, firm leaders evaluating their technology and outsourcing strategy, and anyone asking “how do we differentiate?” will walk away with a concrete new framework for thinking about growth.