Advisor Resource Council

10/05/2026

Some team announcements feel more like making something official.

We’re excited to welcome Jen Zaleski as ARC’s new Marketing Specialist!

Jen has worked with ARC for years on marketing projects, big ideas, and plenty of behind-the-scenes problem solving. Along the way, she became a trusted partner and a special part of our team long before the title became official.

Jen brings a great mix of creativity, strategy, technology, and process—and she has a real talent for making marketing smarter, more organized, and easier to execute.

Most importantly, she knows ARC, knows our advisor community, and genuinely cares about helping both succeed.

Jen, we’re so glad it’s official. 🎉

Help us give her a warm welcome to the ARC team!

10/02/2026

Route 2026 is better because of the people and partners behind it.

A big thank you to our 2026 sponsors for investing in the ARC advisor community and helping us create an experience built around connection, collaboration, and shared ideas.

We’re grateful to have you along for the journey. See you in Irving, October 12–13!

09/28/2026

A continuity plan is only useful if someone can actually use it.

If something happened tomorrow, would your team know who to call, what to tell clients, and how to access the systems they need?

Andrew Gaskill recently shared a few practical areas advisors should think through before an emergency turns them into urgent decisions.

We turned the conversation into a Succession & Continuity Checklist to help you spot what’s covered—and what might still need attention.

Because “we have a plan” and “we’re ready” aren’t always the same thing. ✅

09/23/2026

When was the last time you reviewed your tech stack and asked, “Do we still use this?”

Technology tends to pile up over time. A tool gets added for one problem, another gets added later, workflows change, and suddenly you’re paying for platforms that may no longer fit the way your firm operates.

A tech review doesn’t mean replacing everything.

Sometimes it just means understanding what you use, what you’re paying for, and whether each tool still earns its place.

09/22/2026

Supporting multiple advisors can feel like juggling 12 things… while someone hands you a 13th!

ARC-affiliated admin professionals, join us tomorrow, September 23, for our Q3 Admin Alliance Call!

We’ll talk operational best practices, smarter workflows, compliance updates, client information considerations, and ways to approach everyday processes more efficiently, plus time to compare notes and learn from other admins across ARC.

Sometimes the most useful insight comes from someone who has already worked through the same challenge.

Bring your questions and join the conversation! 💙

For ARC-affiliated professionals only.

09/17/2026

Would your clients notice if you upgraded your technology?

That may be a better question than asking which platform has the most features.

The right technology should make it easier for clients to work with you whether that means simpler onboarding, easier access to information, or a more efficient response from your team.

There will always be another tool promising to improve your practice.

What matters is whether your clients actually experience the difference.

09/16/2026

Advisors help clients plan decades ahead.

So why wait to plan for your own practice?

Andrew Gaskill of FP Transitions joined us on IFA Insights to explain why succession planning should start long before retirement is on the calendar.

A good plan can help protect your clients, your team, and the business you’ve worked hard to build.

09/14/2026

Two days. Big ideas. Better advisor conversations. 👏

Route 2026 | Oct. 12–13 | Irving, TX

Built exclusively for ARC-affiliated advisors. RSVP is open!

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

09/10/2026

More technology doesn’t always mean a more efficient practice.

Before adding another platform to your tech stack, get clear on the problem you’re trying to solve. A new tool means another expense, another system to learn, and another process for your team to manage.

Sometimes new technology is the right answer. Other times, the solution is already built into something you’re paying for.

ARC helps independent advisors sort through the options and find technology that actually fits the way they do business.

👉Learn more: https://loom.ly/ttgkUdQ

ARC provides resources for independent registered investment advisors, including asset management, marketing, technology, operations, and compliance. Access a multi-state network, AIQ Asset Management, and more to empower your office.

09/09/2026

We’re hiring!

ARC is looking for an Operations Manager to join our Dallas team.

If you’re organized, collaborative, enjoy making things run a little smoother, and want to work with a team that knows how to work hard and have some fun along the way, we’d love to meet you.

Learn more or share with someone who’d be a great fit:
https://loom.ly/GzB7ewo