This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE

Last chance to save ends this Friday!

  • 00
  • 00
  • 00
  • 00
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

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


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

Kelly Waltrich and Meghan Richter, Co-founders,


William Trout, Director of Wealth Management, Javelin Strategy & Research

Nexus Strategy

Tim Welsh, President, CEO & Founder, Nexus Strategy


Adrian Johnstone, President and Co-Founder, Practifi

Wealth Consulting Partners

Gavin Spitzner, President, Wealth Consulting Partners