RIA Edge Nashville Day 1Tuesday, 1 April 2025 - Central Standard Time

Finding new clients often involves time-intensive efforts like hosting seminars, creating content, and mastering search engine marketing—but what if your existing clients could drive growth and technology could help you unlock that growth? In this panel, we’ll explore how to leverage solutions to grow your portfolio 10+% by finding held-away assets and leveraging referrals.

Examine advanced onboarding tools and automated workflows that tailor the onboarding experience. Topics include using AI for document collection, communication strategies, and optimizing the process for both efficiency and a personal touch.

Explore real-life case studies on how top firms are using integrated technology stacks to create seamless, end-to-end client experiences.

In this fast-paced, insight-packed session, Stephanie Bogan condenses deep experience scaling high-performing ensembles and enterprises, sharing five hurdles stalling growth, three mindset shifts that unlock next-level success, and the one game-changing idea that makes scaling easier, more effective and more enjoyable.

You’ll walk away with a roadmap for navigating advisory firm growth path, overcoming key obstacles, and mastering the leadership skills that fuel sustainable success without sacrificing quality of life.

Learning Objectives:

1. Identify the Five Key Growth Hurdles that stall firm growth and profitability, and how top-performing firms overcome them.
2. Adopt Three Critical Mindset Shifts that allow advisors to streamline operations, increase revenue, and achieve greater balance—without working harder.
3. Implement Proven Growth Strategies that drive consistent double-digit growth, boost margins, and create a scalable practice that provides more time and freedom.

The mergers and acquisitions landscape is constantly shifting, and staying ahead of the curve is crucial. In this session, we’ll dive into the latest trends shaping M&A activity, explore the driving forces behind deal structures, and discuss what’s next for the industry. Whether you’re considering a transaction or navigating a rapidly consolidating market, you’ll gain valuable insights to inform your strategy and position your business for long-term success.

Roundtable discussions offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you can choose sessions aligned with your interests and professional goals.

Topics:

Mastering M&A: Strategies for Growth, Integration, and Value Creation-Amy DeTolla

Considering a sale, acquisition, or merger? Join us for an interactive roundtable where we’ll unpack the essential steps of navigating M&A successfully. From identifying the right players and setting strategic goals to executing seamless integrations that drive real value. This session is designed for firm owners, executives, and decision-makers looking to grow through M&A. Gain insights, share experiences, and leave with actionable takeaways to ensure your next move is a success.

Media Training-Alex Stokes, Sam Marinelli and Sophie Shields

Elevate your media presence with Gregory FCA

As a leader driving the vision and strategy of your RIA firm, ensuring its future means planning for the next generation of leadership—but are misconceptions about succession planning standing in the way? This session cuts through the noise, debunking myths such as “next-gen advisors aren’t ready to lead” or “succession planning is a retirement tool, not a growth strategy.” Explore proven approaches to building a pipeline of confident, capable successors while maintaining your firm’s culture and vision. Learn how to overcome resistance, foster trust, and create a succession plan that ensures continuity, growth, and long-term value.

Wondering if M&A is the best move for your firm? In this session, we’ll explore what it truly means to be M&A-ready, and what to do if a sale doesn’t make sense. From understanding key valuation factors to preparing your firm for a smooth internal or external transition, you’ll leave with actionable insights to guide your firm’s growth.

We’ll tackle critical questions such as:

• What premium factors are driving valuations in today’s market?
• What do buyers and your team value most, and how can you align those priorities?
• How can you build a business that stands out to buyers while minimizing perceived risks?