On-Demand

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.

Retail Readiness Podcast

Preparing Alternative Investment Sponsors for the Retail Channel

The podcast explores the operational, financial, and strategic steps alternative investment sponsors should consider before entering the private wealth channel. Each episode features industry professionals discussing due diligence, distribution strategy, working with broker-dealers and RIAs, and preparing to raise capital.

Hosted by
Heidi Wheatley
Founder & CEO

Listen to the podcast
  • Wednesday, Aug 5, 2026

    Q4 Is Closer Than You Think: Building a Tax Product Strategy That Can Execute

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Bill Robbins

      Chief Executive Officer

      WealthForge

    • Brian Conneely

      President

      Peak Capital Solutions

  • Monday, Jun 8, 2026

    Why RIA Distribution Stalls: Addressing Operational Gaps

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Adam Kipnes

      Senior Relationship Manager

      Charles Schwab

    • Matt Podolsky

      Vice President of Sales

      Vistra Fund Solutions

    • Mark Hendrickson

      Director, Product Management – Private Market Solutions

      DTCC Tampa

  • Wednesday, Jun 3, 2026

    Attracting RIAs in the Alternative Investment Space

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Rizwan Ibrahim

      Senior Wealth Advisor

      Accretive Wealth

  • Wednesday, May 6, 2026

    Mastering Due Diligence: Increasing Your Speed to Market

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Russel Putnam, JD

      Co-CEO, Principal

      FactRight

    • Jarad Mitchell

      President

      Patrick Capital Markets

  • Wednesday, Apr 8, 2026

    I Can’t Make the Numbers Work: Rethinking the IBD Load and the Push to RIA-Only

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Ray Sun

      President

      Sun Coast Realty

  • Wednesday, Mar 11, 2026

    Failure to Launch: Sponsor Missteps—and How to Avoid Them

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Amy Arnold

      Senior Managing Director, Head of Product Development

      Skyway Capital Markets

    • Rhys James, JD

      Partner

      Williams Mullen

    • Bradford Updike, JD

      Director

      Mick Law

  • Thursday, Feb 12, 2026

    Making Conference Season Count: Strategies to Maximize Your Investment

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Michelle Galeski

      Founder

      Rep Driven Results

    • Cherie Fournier

      Founder & CEO

      Marketing Intent

  • Wednesday, Jan 21, 2026

    Who’s Running Your Raise? Capital Market Team Structures for New Sponsors

    • 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

  • Tuesday, Dec 16, 2025

    Navigating Industry Consolidation: What it Means for Sponsors and Their Teams

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Joe Palmisano

      Editorial Director

      Connect Money

    • Karlton Kleis

      Managing Director

      Capital Markets Arete Wealth

  • Thursday, Dec 4, 2025

    Operational Readiness: Building a Scalable Back Office

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Tony Olivo

      Chief Revenue Officer

      Venture.co

    • Jason DeBono

      Managing Director | SDIRAs and Fund Custody

      Inspira Financial

  • Thursday, Nov 13, 2025

    Emerging Sponsors: Planning for a 2026 Launch

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Howard Hirsch

      Partner

      Nelson Mullins

    • Jarad Mitchell

      President

      Patrick Capital Markets

    • Jacob Heidkamp

      Co-President, Principal

      FactRight

  • Tuesday, Oct 28, 2025

    Ending 2025 Strong

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Michelle Galeski

      Founder

      Rep Driven Results

    • Melissa Wendt

      Head of Distribution Strategy

      SGS

    • Cherie Fournier

      Founder & CEO

      Marketing Intent