Retail Readiness™ Webinars & Podcast
Many emerging sponsors underestimate the complexity of the retail channel. Our goal with the webinar series is to provide clarity, context, and real-world insights from experienced professionals who’ve successfully navigated this space—so sponsors can make informed decisions and enter the market with confidence.
This interactive discussion is part of SGS’s broader commitment to providing practical education and insights to help sponsors prepare for successful retail launches.
Q4 Is Closer Than You Think: Building a Tax Product Strategy That Can Execute
Wednesday, Aug. 5th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Bill Robbins
Chief Executive Officer
WealthForge
Brian Conneely
President | Peak Capital Solutions
Failure to Launch Part II: Sponsor Missteps—and How to Avoid Them
Wednesday, Sept. 9th, at 4 p.m. ET
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
Informational Resources
GLOSSARY
What It Takes: Team, Costs,
and Considerations for a
Retail Capital Raise
Advisor Profiling Guide