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Join Our Webinar With CEO of Promethium Advisors, Christopher Poch
A Blueprint for Building a Modern Independent Advisory Firm
Date: Friday August 14th, 2026
Time: 11 AM PT | 2 PM ET
Link provided upon registration
Independence is top of mind for many advisors today. But what does it really take to create an independent firm that can earn trust, deliver an exceptional client experience, and grow with intention over time?
Promethium Advisors Founder and CEO Christopher Poch joins Ridgeline Director of Solutions Consulting Sterling Perkins to explain how to build an enduring advisory firm.
Drawing on more than four decades in wealth management with firms like Smith Barney, Citigroup, Bessemer Trust, and Morgan Stanley and his experience launching Promethium Advisors, Poch shares his perspective on why more advisors are considering independence, what they often underestimate, and how the right operating and technology foundation can shape long-term success.
Join the webinar to learn:
- Why more advisors are choosing independence now
- What goes into earning lasting client trust
- Which early technology decisions make all the difference
- How the best firms vision into a stronger business
Can't attend live? Register anyway, and we'll send you the recording.