Retail Readiness™
On-Demand Webinars
Explore our library of on-demand Retail Readiness™ webinars, created for sponsors evaluating or entering the retail channel. These sessions offer practical guidance, real-world perspectives, and actionable insights to help you prepare for and navigate distribution through IBD and RIA platforms.
On-Demand | I Can’t Make the Numbers Work.
Rethinking the IBD Load and the Push to RIA-Only
Wednesday, April 8th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Ray Sun
President | Sun Coast Realty
OnDemand | Failure to Launch: Sponsor Missteps—and How to Avoid Them
Wednesday, March 11th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Amy Arnold
Chief Due Diligence Officer
Concorde Investment Services
Rhys James, JD
Partner | Williams Mullen
Bradford Updike, JD
Director | Mick Law
OnDemand | Making Conference Season Count:
Strategies to Maximize Your Investment
Thursday, Feb. 12th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Michelle Galeski
Founder | Rep Driven Results
Cherie Fournier
Founder & CEO | Marketing Intent
OnDemand | Who’s Running Your Raise?
Capital Market Team Structures for New Sponsors
Wednesday, Jan. 21st, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Bill Valone
Director | TriNet
Sam Stubbert
Managing Partner | Maverick Fund Solutions
Greg Mausz
Chief Operating Officer & Senior Managing Director | Skyway Capital Markets
OnDemand | Navigating Industry Consolidation:
What it Means for Sponsors and Their Teams
Tuesday, Dec. 16th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Joe Palmisano
Editorial Director | Connect Money
Karlton Kleis
Managing Director | Capital Markets Arete Wealth
OnDemand | Operational Readiness:
Building a Scalable Back Office
Tuesday, Dec. 4th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Tony Olivo
Chief Revenue Officer | Venture.co
Jason DeBono
Managing Director | SDIRAs and Fund Custody | Inspira Financial
OnDemand | Emerging Sponsors:
Planning for a 2026 Launch
Thursday, Nov. 13th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Howard Hirsch
Partner | Nelson Mullins
Jarad Mitchell
Chief Operating Officer |
Patrick Capital Markets
Jacob Heidkamp
Co-President, Principal | FactRight
OnDemand | Ending 2025 Strong
Tuesday, Oct. 28, at 3 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Michelle Galeski
Founder | Rep Driven Results
Melissa Wendt
Head of Distribution Strategy SGS
Cherie Fournier
Founder & CEO | Marketing Intent
Informational Resources
GLOSSARY
What It Takes: Team, Costs,
and Considerations for a
Retail Capital Raise
Advisor Profiling Guide
