What Top RIAs Are Doing Differently Right Now (Free Webinar — This Wednesday)
Here’s something I keep hearing from advisors who are growing faster than their peers: the edge isn’t coming from better stock picks or fancier financial plans. It’s coming from how they build portfolios.
Not the 60/40 debate. Not alternatives for the sake of alternatives. I’m talking about real structural changes to how client portfolios are constructed — changes that are driving better outcomes and, frankly, making it easier to win new business.
I wanted to put a group of these advisors in a room together and let them talk. That’s happening this Wednesday.
Webinar Details
What: The New Rules of Portfolio Construction for RIAs
When: This Wednesday, March 25, 2026 — 1:00 to 2:00 PM EST
Where: Virtual (Zoom) — Register Here
Host: Michael A. Gayed, CFA
Sponsored by: TappAlpha
CE Credit: Yes — CFP Board Approved
Why This One Is Different
I’ve moderated a lot of panels. Most of them are polished, rehearsed, and forgettable. This one won’t be. I specifically asked each panelist to come prepared to share what’s actually working in their practice — including the strategies most advisors haven’t adopted yet.
One theme that keeps coming up: daily covered call approaches as a portfolio construction tool. Not as a gimmick. As a systematic way to generate income while staying invested. Several of the panelists have integrated this into their client portfolios with real results, and they’ll walk through exactly how.
You’ll also hear about:
How one advisor scaled from managing $20M to $400M in 12 months by rethinking portfolio construction from scratch
Why traditional allocation sleeves may be leaving returns — and clients — on the table
The specific tools and frameworks these advisors use to differentiate their practice
How to have better conversations with clients about income generation in a sub-2% S&P yield environment
The Panel
Si Katara, Founder & CEO, TappAlpha — Scaled TappAlpha from $20M to $400M in AUM in just 12 months. 17 years of technology entrepreneurship applied to investing.
Edward B. Secrest, CFP®, Founder & President, Southeast Financial Group — Career spanning full market cycles from the early 1990s. Co-founder of PlanSync.ai.
Chris Coolidge, CFA, Portfolio & Relationship Manager, Brookwood Investment Group — 25 years of investment experience. Previously managed $17 billion in fixed income at BlackRock and Brandywine Global. 8-time PSN Top Gun Award winner.
David Reidy, Founder & Principal, First Growth Capital — Multi-asset-class approach to alpha generation and risk management across retail and institutional portfolios..
Register Now
This is a free, one-hour session. You’ll earn CE credit. And you’ll hear things that don’t typically get shared outside of private advisor circles.
Wednesday at 1 PM EST. Don’t miss it.
Michael A. Gayed, CFA
Publisher, The Lead-Lag Report
Founder, Lead-Lag Media