RIA Edge Nashville Day 2 - Central Standard Time
The future of wealth management depends on people. Attracting, developing, and keeping the right talent is key to driving growth and staying ahead in a changing industry. It’s about more than filling roles—it’s about building a culture that inspires innovation, values diverse perspectives, and offers clear opportunities for growth. By focusing on mentorship, continuous learning, and career development, firms can create teams that not only thrive today but are ready to lead the way into the future.
A powerful discussions about actionable insights and practical strategies to navigate the of wealth management, empowering you to drive value for your firms clients and build lasting relationships based on trust and performance.
Bringing two RIAs together is more than just a business deal—it’s about merging people, values, and mindsets into one cohesive team. Kevin M. Hrdlicka, Head of Wealth at Savant, reveals the secrets to creating a culture that thrives post-acquisition. Discover how to seamlessly onboard new advisors, align them with your firm’s vision, and turn cultural integration into a powerful growth strategy. This session will show you how to not just maintain your firm’s identity but enhance it, building a culture that inspires collaboration and drives success.
A discussion sharing insights and takeaways from the Female Advisor Breakfast (FAB) held at RIA Edge Nashville, highlighting strategies for women in leadership roles to foster more inclusive environments within their firms and guide the next generation of women advisors.
*Invite Only and Breakfast will be served.
This session will focus on the strategic and growth challenges that business leaders face within a fast growing industry. Topics will include: balancing short term objectives with long term sustainability ; managing key talent; fostering culture and how best to evaluate new opportunities that arise.
Discover the methods and tools top-performing RIAs use to achieve sustained organic growth. This session will highlight how leading firms attract new clients, deepen relationships, and expand their market presence without relying on acquisitions. Learn how innovative marketing, exceptional client experiences, and streamlined operations drive growth while preserving your firm’s unique identity. Whether you're aiming to scale strategically or enhance your current approach, this session offers actionable insights to help your RIA succeed in an increasingly competitive market.
Efficiency is crucial for running a high performing RIA firm with growth, profitability, and maintaining a healthy work-life balance. In this session, industry experts and successful RIA leaders will share proven strategies and tools to streamline operations, allowing you to focus on serving clients, growing your business, and enjoying more personal time. You'll learn how to identify key drivers for operational transformation, leverage resources to boost efficiency, and optimize your tech stack to reduce costs.
In this session, you'll learn how to identify and evaluate the right RIA acquisition opportunities with a disciplined, strategic approach. We’ll explore key factors that drive successful, selective acquisitions, from aligning business cultures to assessing financial health. Walk away with actionable strategies to make informed decisions and build a portfolio that supports long-term growth.