Webinar: Retail Distribution Roadmap: Keys to Breaking into the Broker-Dealer and RIA Channels

Breaking into the independent broker-dealer and RIA channels can be challenging without a clear roadmap. This session shows you how to position your firm for lasting capital-raising success by honing your competitive advantage, building effective sales strategies, streamlining due diligence, sharpening your marketing, and deepening advisor engagement. Experts from Sponsor Growth Solutions, Patrick Capital Markets, and Marketing Intent share critical steps, real-world insights, and common pitfalls to avoid, giving sponsors the tools to navigate the retail distribution landscape with confidence. (09/2025)

Moderator:
Ed O'Farrell
Managing Director, Real Assets Adviser
Institutional Real Estate, Inc.

Speakers:
Heidi Wheatley
Founder & CEO
Sponsor Growth Solutions

Jarad Mitchell
Chief Operating Officer
Patrick Capital Markets

Cherie Fournier
Founder & CEO
Marketing Intent