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Wealth Management EDGE

COUNTDOWN TO EDGE

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June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Evan Brown
Head Of Strategic Partnerships at Apex Acquisitions
Speaker

Profile

Evan heads strategic partnerships and has helped hundreds of individual RIA's as well as multiple $5B+ firms install client acquisition systems into their firms to scale virtually, adding $30–$50M/year of AUM utilizing the Apex Acquisitions platform

Agenda Sessions

  • How Telewealth is taking over the advisory space, and how you can add $50M/AUM by capitalizing on it

    2:25pm