RIA Edge Nashville Day 1 - Central Standard Time
*By Invitation Only
An exclusive event, sponsored by Schwab Advisor Services, dedicated to fostering professional development and community among successful women in the industry.
FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men from RIA firms, to contribute to meaningful conversations on creating a thriving environment for women in wealth management.
Explore sophisticated lead generation methods, including data-driven targeting, automation, and personalized content strategies. Gain actionable insights on using tech platforms to identify and attract high-value prospects.
Learn how to harness behavioral insights from digital interactions to tailor follow-ups and nurture leads effectively. This session will explore conversion tools and metrics, helping advisors focus on prospects most likely to convert.
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.
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.
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?
*By Invite Only
This think tank brings together buy-side chief technology officers , VPs of technology, and technology leaders at $1B+ AUM firms seeking to address the biggest challenges their firms are facing around digital transformation. The pertinence of this think tank stems from the shared understanding that technology roadmaps are not just about hardware and software. They are about securing the trust and confidence of clients, facilitating seamless advisor-client interactions, future-proofing your firm, improving efficiency and productivity, and ultimately, driving the growth of assets under management. Participants will engage in solution-focused discussions, and emerge with a clearer understanding of the technology trends shaping the wealth management industry.
If you are interested in attending, please email shannon.rosic@informa.com.