RIA Edge Nashville Day 1 - Central Standard Time
- Shannon Rosic - Head of Content, WealthStack, Informa
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.
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Joe Moss - "The Conneqtor", Conneqtor.org
- Eden Ovadia - Co-Founder, FINNY AI INC
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.
- Shannon Rosic - Head of Content, WealthStack, Informa
- James Cantwell - Founder, WealthTech Select
- Joshua Wilson - Founder, NeuBeFi
- Kyle Van Pelt - CEO, Milemarker
Explore real-life case studies on how top firms are using integrated technology stacks to create seamless, end-to-end client experiences.
- Morgan Bell - Managing Director, Advisory, Constellation Wealth Capital, LLC
- Matt Sonnen - Chief Operating Officer, Coldstream Wealth Management
- Vickie Lewin - Chief Growth Officer, Amplify
- Jordan Hutchison - Vice President of Technology and Operations, RFG Advisory
- John O'Connell - Founder & CEO, The Oasis Group