BNY Investments’ Advisor Growth Network (AGN) provides solutions for advisors at all stages of growth. The network provides resources to connect with other advisors at events that focus on the growth of advisory firms. Topics of discussion include marketing, succession, compliance, technology solutions, breakaway support, and more.
According to Pablo Cerrilla, Director of Advisor Growth for BNY, AGN has assisted hundreds of financial advisory firms in building scalable solutions and accelerating growth. Solutions are available for advisors ranging from those just starting their firm to those considering acquiring firms or transitioning away from the business they have built
On February 18, 2026 at 2pm ET, BNY is kicking off its AGN Momentum Series in partnership with RIA Channel:
WEBCAST – The Next Gen Playbook: Positioning your Business to Convert this Segment
Everyone wants a piece of the $124T Next Gen pie, but are you positioned correctly to win with this segment? Is your offering what younger generations really need? Join us for a deep discussion about what works, what doesn’t, and if capturing Next Gen is the right strategy for you.
Our panel of experts will cover:
- Position your firm to attract and retain Next Gen investors
- Common pitfalls in marketing to this segment
- Successful tactics, service models, and new technologies being applied today
Accepted for 1 CFP® / IWI / CFA CE Credit
The BNY Advisor Growth Network Momentum Series is a set of online events focused on the key growth and scale challenges facing advisors today. Each session provides practical insights and proven strategies from AGN’s network of experts to ensure steady momentum in each phase of your practice.