Advisor Resource Council

Advisor Resource Council Providing independent financial advisors with resources and support to define their own success.

Advisor Resource Council is a registered investment advisor providing independent financial advisors with the necessary resources and support to manage their practice and define their own success. Advisor Resource Council’s social media sites may contain links to articles or other information that are contained on a third-party website. Advisor Resource Council does not endorse nor accept responsi

bility for the content, or the use, of the website. Advisor Resource Council assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on the pages. Advisor Resource Council does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. Comments and posts are opinions of the date noted and are subject to change.

A shiny new CRM won’t fix a messy process.If client notes aren’t being documented, tasks aren’t clearly assigned, or you...
09/01/2026

A shiny new CRM won’t fix a messy process.

If client notes aren’t being documented, tasks aren’t clearly assigned, or your team isn’t using the system consistently, changing platforms may just move the same problems somewhere else.

Before you invest in new technology, take a closer look at the process behind it.

You may not need a better CRM. You may just need a better workflow.

Route 2026 starts before the first session.The ARC Welcome Party on October 12 brings together ARC-affiliated advisors a...
08/28/2026

Route 2026 starts before the first session.

The ARC Welcome Party on October 12 brings together ARC-affiliated advisors and their guests the evening before the conference opens. It is where conversations start, connections form, and the two days that follow start to take shape.

The advisors in that room are building practices, asking questions, and investing in peer relationships that could help them enhance/improve/grow their practice.

That is the room. These are the people.

October 12–13, 2026 | Irving, TX

RSVP is open. Limited to ARC-affiliated advisors and invited guests.

👉Reserve your seat: https://loom.ly/02XaUYs

We’re excited to welcome **Pete Udeshi** to the 360 Wealth Planners team!Pete brings decades of experience in insurance ...
08/27/2026

We’re excited to welcome **Pete Udeshi** to the 360 Wealth Planners team!

Pete brings decades of experience in insurance and wealth management, along with a thoughtful, tax-conscious approach to retirement and wealth planning.

But what stands out most is how he’s built his practice: on trust, long-term relationships, and personalized guidance.

We’re thrilled to have Pete’s experience, perspective, and steady hand on the 360WP team and can’t wait for our clients and community to get to know him.

Please join us in giving Pete a warm welcome! 👏

Route 2026 is designed for the best ideas you take away, not coming from the stage.The intent is for you to benefit from...
08/20/2026

Route 2026 is designed for the best ideas you take away, not coming from the stage.

The intent is for you to benefit from the experiences of the advisor sitting across from you in the roundtable who tackled the same problem you are working on right now.

Route 2026 is structured around two roundtable working sessions where ARC-affiliated advisors engage directly on the topics shaping their practices: growth, technology, client experience, and what independence looks like in 2026 and beyond.

This is not a sit-and-listen event. Come ready to contribute.

October 12–13, 2026 | Irving, TX | Limited to ARC-affiliated advisors and invited guests

🔥Reserve your seat: https://loom.ly/02XaUYs

Succession is not always “sell or stay.”Sometimes, the better answer is both.👉 https://loom.ly/ZyOTvlw
08/17/2026

Succession is not always “sell or stay.”

Sometimes, the better answer is both.

👉 https://loom.ly/ZyOTvlw

We are pleased to welcome Ricky Jones to ARC as a Financial Advisor and Relationship Manager.Ricky has five years of exp...
08/14/2026

We are pleased to welcome Ricky Jones to ARC as a Financial Advisor and Relationship Manager.

Ricky has five years of experience in financial services and previously worked with Financial Reserve and Northwestern Mutual. Before beginning his financial services career, he spent eight years with J.B. Hunt Transport as an Account Manager and Supervisor.

At ARC, Ricky will work with affiliated financial advisors and their clients, assisting with communication, relationship management, financial planning needs, and service coordination.

Ricky earned a bachelor’s degree in finance with a minor in psychology from the University of Arkansas. Outside of work, he enjoys spending time with his wife, Olivia, and their children, Leyla and Leo. He also enjoys golf, running, basketball, reading, traveling, and spending time outdoors.

Please help us welcome Ricky to the ARC team.

Succession isn't just paperwork. It's a transfer of trust.Have your clients met the advisor who could serve them next?
08/13/2026

Succession isn't just paperwork. It's a transfer of trust.

Have your clients met the advisor who could serve them next?

The question is not whether video belongs in your marketing strategy. The question is whether you can produce it consist...
08/11/2026

The question is not whether video belongs in your marketing strategy. The question is whether you can produce it consistently enough for it to actually work.

At Route 2026, a dedicated session covers AI video marketing for independent advisors — what tools are actually being used, what the production process looks like, and how to get started without a film crew.

No production budget required. A real conversation for advisors who want to start showing up on video.

October 12–13, 2026 | Irving, TX

RSVP is open. Limited to ARC-affiliated advisors and invited guests.

Reserve your seat: https://loom.ly/02XaUYs

RIA valuations hit a record in 2025, but premium multiples still have to be earned. Is your practice built to stand out?...
08/07/2026

RIA valuations hit a record in 2025, but premium multiples still have to be earned. Is your practice built to stand out?

Source: Advisor Growth Strategies via WealthManagement.com.

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15110 Dallas Pkwy Suite 500
Dallas, TX
75248

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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