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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Meghan Richter
Co-Founder at


From the onset of her career, Co-founder Meghan Richter has been resolute in her strategy-before-tactics approach to marketing, a discipline that’s allowed her to drive the storytelling and execution behind countless successful product launches, rebrands, and mergers and acquisitions.

Richter, who worked alongside Kelly Waltrich as Director of Marketing at Orion Advisor Solutions, helped accelerate Orion’s growth and ultimately transform the marketing department into a fully functioning demand generation engine. Her exceptional ability to build connections inspired interdepartmental alignment at Orion, where she rallied the marketing, sales, product, and executive teams around common goals that increased inbound functionality and enhanced brand penetration during her tenure.

Throughout her career, which spans the insurance, technology, and financial services industries, Richter has leveraged the power of content and communications to create thoughtful, client-first blueprints that propel pipeline velocity, improve custom

Agenda Sessions

  • Stacking the Deck: Building the Ultimate Client Experience in Today’s Economic Climate