Breaking Away: Real stories from advisors who went independent – Betterment Advisor Solutions – 8.19.25

Overview:
Title: Breaking Away: Real stories from advisors who went independent
Date: Tuesday, August 19, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Thinking about leaving a larger institution to start your own firm? You’re not alone, and you’re not without a roadmap. This candid discussion features advisors who have successfully navigated both the breakaway and the startup journey. Learn what prompted their decisions, how they executed a clean transition, and how they built operationally sound, client-first businesses.

Key Takeaways:

  • Why and when to consider the breakaway path
  • Key legal, compliance, and communication steps when leaving
  • Building out your tech stack, branding, and marketing funnel
  • Overcoming early-stage challenges—from budgeting to client acquisition
  • How to think long-term while still getting your first clients in the door

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Alison Considine Alison Considine Head of Strategy Betterment Advisor Solutions

At Betterment, Alison Considine manages the team responsible for helping RIAs implement the Betterment for Advisors solution in their practices. She spent several years in private wealth management at Morgan Stanley prior to joining Betterment and is dedicated to helping advisors grow their businesses and provide a great client experience. Alison has a B.A. in Economics from Bowdoin College and lives in New York.
Andrew Damcevski Founder AJD Wealth Management

Andrew is the founder of AJD Wealth Management and a dedicated financial planner who’s passionate about helping people feel confident about their financial future. Andrew began his career at a major insurance company—where he quickly realized that selling products wasn’t the same as true financial planning. Seeking a more objective, client-first approach, Andrew launched his own fee-only firm.
Brian Seymour II Brian Seymour II Founder Prosperitage Wealth

Brian brings over a decade of experience in the financial services industry, having worked with multiple Fortune 100 firms before founding Prosperitage Wealth in the Atlanta area. He is a passionate advocate for financial equity, working to close wealth gaps and empower underserved communities.
David Gerasin David Gerasin Founder Steele Street Capital

David M. Gerasin is CEO of Steele Street Capital, bringing over 20 years of financial industry experience. His career began at Merrill Lynch in 2003 and progressed through firms like Citi Smith Barney before founding Steele Street Capital in 2012.