How RIAs Build Pipelines That Don't Stall

Join a quick 30-minute session for RIAs designed to build consistency in your sales pipeline.

Date

Wed, May 20th

Time

Noon, ET

Cost

Free 🎉

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6 S’s of a Sales Cycle

Join practice management coach Kari Gillenwater for a focused session on a framework that keeps top RIAs and their sales pipelines lull-proof.

⚡ One session. One date. No replay. ⚡

The Problem

Most advisors close a case, look up, and realize the pipeline’s empty.

It’s the 90-to-120-day RIA lull — and it’s not a prospecting problem. It’s an activity tracking problem. Are you stuck in it?

The Solution

On Wednesday, May 20th, practice management coach Kari Gillenwater is joining RIA Fiduciary Solutions for a live session built around one simple framework:

6 S’s of a Sales Cycle

One page. Six stages. A pipeline that never goes dark.

In 30 minutes, you'll walk away with:

01

A one-page dashboard that shows where every prospect is — at a glance

02

The six stages top RIAs move clients through (and the one most advisors get stuck in)

03

A repeatable system for turning service into trusted-advisor referrals

Bring a pen — Kari builds the framework with you, live.

About the Speaker

KARI GILLENWATER

Owner, Gillenwater Consulting Group, Inc.

Kari Gillenwater brings two decades of experience guiding advisors through real growth—not just goal-setting. She’s led over 50 elite study groups, consulted with 200+ firms, and facilitated thousands of Kolbe™ assessments to strengthen teams and drive performance. Her coaching is rooted in clarity, accountability, and bold execution—tailored to the real-world challenges advisors face. If you’re ready to scale with focus and lead with confidence, Kari is the partner who gets you there.

Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. RIA Fiduciary Solutions (“RFS”) is not affiliated with Simplicity Investments. This is not an offer to sell or a solicitation to buy in any state the representative is not securities registered and insurance licensed in.

Check the background of this firm on FINRA’s BrokerCheck. SIPC.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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