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

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.

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.