RIA Edge Nashville Day 2Wednesday, 2 April 2025 - 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.

In an era of unprecedented global uncertainty, effective leadership demands more than just tactical expertise—it requires a nuanced understanding of geopolitics and the ability to adapt to rapidly shifting dynamics. Major General (Ret.) James A. “Spider” Marks will explore the intersection of leadership and geopolitics, drawing on real-world military experiences and historical case studies to illustrate how strategic decision-making, cultural intelligence, and collaboration can drive success. General Marks will discuss how leaders can anticipate and respond to challenges such as power shifts, alliances, and conflicts, providing actionable insights for guiding teams and organizations in a volatile global environment.

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.

Wealth managers have become prime targets for cybercriminals. This presentation is designed to help CEOs understand what their obligations are under the SEC’s new cybersecurity rules, who the bad guys are, how they target firms and their most successful tactics to date. It will also examine core concepts that underpin a successful cyber strategy, dispel several widely held myths, and highlight steps that firms should consider taking to protect themselves and their clients.

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 in wealth management.

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.

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.