FOUNDERS RETURNS TO FEARLESS INVESTING SUMMIT 2023

We are excited to return to this year’s Fearless Investing Summit by Nitrogen. As Nitrogen’s (formerly Riskalyze) first enterprise client, Founders has long supported their mission to help financial advisors with the tools to empower amazing long-term financial outcomes that change people’s lives. This year, we’re excited to meet the thousands of attendees traveling to Miami looking to discover new and innovative ways to serve their relationships.

Liberating Time, Elevating an Advisor’s Enterprise

Advisors have countless priorities that occupy their attention and monopolize their time on a daily basis. However, the value and use of their time, the most precious and finite resource they have, often doesn’t receive the attention it deserves. At this year’s event, we’ll be showcasing our most innovative service that has the greatest measurable impact on an advisors time — second-party investment management.

A disproportionate amount of time is spent by advisors managing their own custom portfolios compared to the amount of time spent with their relationships and growing their practice. Second-party investment management is a turn-key investment management solution that liberates their time without sacrificing the advisor’s brand or their direct relationship with the client.

How to Connect with Us

Join Our Breakout Session

The upcoming event has a special opportunity for advisors to connect with Peter Murphy, the President and Chief Investment Officer of Founders. He will be available to answer questions from attending advisors and share his unique perspective on growing their enterprise, including using outsourced investment management to save valuable time.

To meet with Pete, attend his breakout session on Tuesday, October 3rd at 3:30 PM. During the session, he will discuss personalizing investment management and how to liberate precious time without compromising your brand or the relationships you serve. This exciting discussion promises to provide fresh insights on the topic. All attending advisors are welcome to attend.

Schedule a One-on-One Discussion

If you’re seeking a personalized discussion with an investment management leader, Pete is offering one-on-one sessions for interested advisors. During these ask-me-anything sessions, he will provide thoughtful insights and advice to help answer your most pressing questions.

Use the scheduling tool below to easily schedule your appointment. We recommend reserving your time soon so you don’t miss out. Take advantage of this opportunity for a candid discussion that can help transform and elevate your practice!

We’re looking forward to an incredible event and seeing a passionate community come together to learn and have fun in the process. To learn more about Founders and our involvement in this year’s event, subscribe to our blog and follow us on social media for all of the latest news, updates, and articles.