Edge Consulting Lab
A network of human capital, strategic planning, marketing and technology consultants made available to advisors
Free advice to spark your next wave of growth
Wealth Management EDGE brings together a line-up of elite consultants ready to provide you with direct access to the most sought-after experts in the industry – and specifically, the influencers who are driving growth behind-the-scenes for the industry’s most successful wealth managers.
As well as presenting and hosting deep-dive workshops, these wealth management thought leaders will hold “Office Hours” with extended 1-to-1 meetings and discussions with attendees. Don’t miss your opportunity to receive free consulting advice by booking Office Hours in the Consulting Lounge with the people helping to shape the future of investing and advice, providing an immediate ROI on your visit to Wealth Management EDGE.
The EDGE Consulting Lab provides direct access to the leading minds in the wealth management industry and will allow attendees to leave Wealth Management EDGE with practical applications that will drive their future growth. The EDGE Consulting Lab provides attendees the opportunity to efficiently meet and vet which consultants could aide your business.
Here are the leading consultants attendees at Wealth Management EDGE 2022 could meet with
Absolute Engagement
Julie Littlechild, Founder, Absolute Engagement
Advisor Growth Strategies
Brandon Kawal, Principal, Advisor Growth Strategies
Allianz Life
Mark Paulson, Vice President, Hedge Business Development and Matt Ohme, SVP, Channel Head, Allianz Life
Heather Kelly, SVP, Head of Advisory & Strategic Accounts, Allianz Life
BNY Mellon Pershing
Lisa Crafford, Director, Head of Business Consulting, Pershing
FiComm
Meg Carpenter, CEO & Co-Founder, and Candice Carlton, Executive Vice President and leads Advisor Education business, FiComm
FP Transitions
James Fisher, Vice President of Mergers & Acquisitions, FP Transitions
Intention.ly
Kelly Waltrich and Meghan Richter, Co-founders, Intention.ly
Javelin
William Trout, Director of Wealth Management, Javelin Strategy & Research
Nexus Strategy
Tim Welsh, President, CEO & Founder, Nexus Strategy
Practifi
Adrian Johnstone, President and Co-Founder, Practifi
Wealth Consulting Partners
Gavin Spitzner, President, Wealth Consulting Partners