Date: May 21, 2026 | Time: 4:00pm ET
Date: May 21, 2026 | Time: 4:00pm ET
Date: May 21, 2026
Time: 4:00pm ET
And hosted by
Bob Veres
Inside Information
With special guest
Jason Alderson, CFP®, CDFA®
Crusonia Wealth Advisors, LLC
Organic growth and operational efficiency are two big challenges facing independent RIAs today. Solving for one without the other can overwhelm even the most ambitious advisors.
Join us for a live discussion with Bob Veres of Inside Information, Jason Alderson of Crusonia Wealth Advisors, and Andres Garcia-Amaya of Zoe Financial as we explore what it takes to crack organic growth and how to build the operational infrastructure to scale once you do.
In this session, we'll cover:
• Rethinking lead generation: Why buyer readiness, not the marketing channel, can determine whether prospects convert
• What Crusonia gets right: First-hand best practices from a firm that's cracking prospecting and scaling successfully
• Building your funnel: How to generate high-volume, high-quality leads at the top while winning consistently at the bottom
• Scaling after growth: How to improve your practice’s operations through client segmentation, delegation, and the right partnerships so growth doesn't break your business
We'll close with a live Q&A to answer your specific questions. Sign up here to join us!
Organic growth and operational efficiency are two big challenges facing independent RIAs today. Solving for one without the other can overwhelm even the most ambitious advisors.
Join us for a live discussion with Bob Veres of Inside Information, Jason Alderson of Crusonia Wealth Advisors, and Andres Garcia-Amaya of Zoe Financial as we explore what it takes to crack organic growth and how to build the operational infrastructure to scale once you do.
In this session, we'll cover:
• Rethinking lead generation: Why buyer readiness, not the marketing channel, can determine whether prospects convert
• What Crusonia gets right: First-hand best practices from a firm that's cracking prospecting and scaling successfully
• Building your funnel: How to generate high-volume, high-quality leads at the top while winning consistently at the bottom
• Scaling after growth: How to improve your practice’s operations through client segmentation, delegation, and the right partnerships so growth doesn't break your business
We'll close with a live Q&A to answer your specific questions. Sign up here to join us!
And hosted by
Bob Veres
Inside Information
What the Webinar Covers
What the Webinar Covers
What the Webinar Covers
Why Advisors Get Frustrated with Lead Generation
Why Advisors Get Frustrated with Lead Generation
When firms half-heartedly delegate marketing to a lead generation service without putting in their own work, they leave new business and possible clients on the table
When firms half-heartedly delegate marketing to a lead generation service without putting in their own work, they leave new business and possible clients on the table
How Buyer Readiness Can Improve Conversion
How Buyer Readiness Can Improve Conversion
Zoe helps deliver prospects further down the buyer readiness funnel than other traditional lead generation platforms.
Zoe helps deliver prospects further down the buyer readiness funnel than other traditional lead generation platforms.
How to Efficiently
Scale after You've
Cracked Growth
How to Efficiently Scale After You've Cracked Growth
Once you solve the client acquisition problem, you need to make sure your operations scale with you. Zoe can help with that, too.
Once you solve the client acquisition problem, you need to make sure your operations scale with you. Zoe can help with that, too.
Why Advisors Get Frustrated with Lead Generation
When firms half-heartedly delegate marketing to a lead generation service without putting in their own work, they leave new business and possible clients on the table
How Buyer Readiness Can Improve Conversion
Zoe helps deliver prospects further down the buyer readiness funnel than other traditional lead generation platforms.
How to Efficiently Scale After You've Cracked Growth
How to Efficiently Scale After You've Cracked Growth
Once you solve the client acquisition problem, you need to make sure your operations scale with you. Zoe can help with that, too.
Related Reading
Related Reading
Related Reading
How Prospects Actually Become Clients
Why Conversion Is a Function of Buyer Readiness, Not Channel Selection. Exclusive data insights from Zoe Financial.
How Prospects Actually Become Clients
Why Conversion Is a Function of Buyer Readiness, Not Channel Selection. Exclusive data insights from Zoe Financial.
How Prospects Actually Become Clients
Why Conversion Is a Function of Buyer Readiness, Not Channel Selection. Exclusive data insights from Zoe Financial.
Overview
Platform Features
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
For Financial Professional Use Only.
Zoe Financial, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. Form ADV Part 2A available at adviserinfo.sec.gov.
This webinar is for educational and informational purposes only. It is not investment, tax, or legal advice or a recommendation of any security or strategy.
Bob Veres and Jason Alderson are not employed by Zoe Financial. Their statements reflect their own views, not Zoe Financial's. Zoe Financial did not provide cash compensation to either presenter for their participation in this webinar. Jason Alderson is the principal of Crusonia Wealth Advisors, LLC, an advisor in the Zoe Advisor Network. Zoe Financial is compensated by Network advisors in connection with client matches, which creates an incentive for Network advisors to participate in Zoe marketing.
Jason Alderson's CFP® and CDFA® designations are issued by the Certified Financial Planner Board of Standards and the Institute for Divorce Financial Analysts, respectively. Andres Garcia-Amaya's CFA designation is issued by the CFA Institute. Designations are as represented by the respective issuing bodies.
This content was drafted with the assistance of AI tools and reviewed by Zoe personnel prior to publication
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
Copyright © 2026 Zoe Financial, Inc. | All rights reserved | Sitemap
Looking to find a vetted financial advisor? Search for a financial advisor on our sister site:
Overview
Platform Features
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
For Financial Professional Use Only.
Zoe Financial, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. Form ADV Part 2A available at adviserinfo.sec.gov.
This webinar is for educational and informational purposes only. It is not investment, tax, or legal advice or a recommendation of any security or strategy.
Bob Veres and Jason Alderson are not employed by Zoe Financial. Their statements reflect their own views, not Zoe Financial's. Zoe Financial did not provide cash compensation to either presenter for their participation in this webinar. Jason Alderson is the principal of Crusonia Wealth Advisors, LLC, an advisor in the Zoe Advisor Network. Zoe Financial is compensated by Network advisors in connection with client matches, which creates an incentive for Network advisors to participate in Zoe marketing.
Jason Alderson's CFP® and CDFA® designations are issued by the Certified Financial Planner Board of Standards and the Institute for Divorce Financial Analysts, respectively. Andres Garcia-Amaya's CFA designation is issued by the CFA Institute. Designations are as represented by the respective issuing bodies.
This content was drafted with the assistance of AI tools and reviewed by Zoe personnel prior to publication
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
Copyright © 2026 Zoe Financial, Inc. | All rights reserved | Sitemap
Looking to find a vetted financial advisor?
Search for a financial advisor on our sister site:
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
For Financial Professional Use Only.
Zoe Financial, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. Form ADV Part 2A available at adviserinfo.sec.gov.
This webinar is for educational and informational purposes only. It is not investment, tax, or legal advice or a recommendation of any security or strategy.
Bob Veres and Jason Alderson are not employed by Zoe Financial. Their statements reflect their own views, not Zoe Financial's. Zoe Financial did not provide cash compensation to either presenter for their participation in this webinar. Jason Alderson is the principal of Crusonia Wealth Advisors, LLC, an advisor in the Zoe Advisor Network. Zoe Financial is compensated by Network advisors in connection with client matches, which creates an incentive for Network advisors to participate in Zoe marketing.
Jason Alderson's CFP® and CDFA® designations are issued by the Certified Financial Planner Board of Standards and the Institute for Divorce Financial Analysts, respectively. Andres Garcia-Amaya's CFA designation is issued by the CFA Institute. Designations are as represented by the respective issuing bodies.
This content was drafted with the assistance of AI tools and reviewed by Zoe personnel prior to publication
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
Looking to find a vetted financial advisor?
Search for a financial advisor on our sister site:
Copyright © 2026 Zoe Financial, Inc. | All rights reserved | Sitemap