About this Event
Every advisor knows what happens when the season gets busy. The field needs attention. The work piles up. And compliance never stops asking for more.
That is why Red Barn Investment Counsel created this webinar.
Join Francis Bustamante, Private Client Wealth Manager at Red Barn Investment Counsel, for a practical session built for financial and insurance advisors who want to simplify compliance, reduce admin, and free up more time to focus on clients and growth. We will walk through how a TAMP model can help you offload investment management, broaden your investment universe, and create a cleaner, more scalable practice. The core message from the presentation is simple: stop spending so much time fixing fences, and spend more time tending the crop.
What You’ll Learn
- How compliance and administrative burden can quietly drain time from growth.
- How a TAMP model shifts investment management off your plate.
- How Red Barn helps advisors spend more time on client relationships and business development.
- How broader investment solutions can help you better serve clients.
- Why a simpler back end can support a stronger front end.
Who Should Attend
This webinar is for financial and insurance advisors who want a better way to manage compliance pressure, reduce paperwork, and build a more scalable business. It is a strong fit for advisors who are tired of doing everything themselves and want a more efficient model that supports growth.
Webinar Details
- Dates: July 21, October13, November 17
- Time: 1:00 PM Mountain Time
- Length: 1 hour
- Format: Live only
- CE Credit: 1 hour Life CE
Event venue & nearby stays
1025 10 St SE, 1025 10 Street Southeast, Calgary, Canada
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