How Top Advisors Get Their Time Back

A free 45 minute session (30 mins + Q&A) for RIA advisors who are done being buried in the wrong tasks.

Date

Wed, Apr 29th

Time

Noon, ET

Cost

Free 🎉

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The Freedom Filter

Join practice management coach Kari Gillenwater for a focused session on reclaiming your most valuable asset: TIME.

⚡ One session. One date. No replay. ⚡

The Problem

Most advisors we talk to are spending fewer than 2 hours a day on actual revenue-driving activity.

Not because they’re lazy – because they’re drowning in work that someone else should be doing. Are you one of them?

The Solution

On Wednesday, April 29th, practice management coach Kari Gillenwater is joining RIA Fiduciary Solutions for a live session built around one simple framework:

The Freedom Filter

In 30 minutes, you'll walk away with:

01

A clear picture of exactly what’s stealing your time

02

A job description for tasks you should delegate or automate — today

03

A sharper focus on your Unique Ability — the work only you can do

Then stay for 15 minutes of live Q&A.

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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