RIA Edge Day 2Tuesday, 20 October 2026 - PT (Pacific Time, GMT-08:00)

As RIA firms grow, client experience is often the first casualty, and the hardest to rebuild. Firms aspire to offer differentiated, high-touch service but lack the architecture to sustain it across multiple offices and dispersed teams. This session draws on the model Savant Wealth Management has built as one of the fastest-growing RIAs in the country. Rob Morrison, who built a 1,000-family practice before becoming Savant's Chief Experience Officer, has not only lived the Savant model, he helped build it. He will explore Savant’s “Mayo Clinic” integrated specialist model that replaces the solo generalist with a deep bench of niche strategists (CPAs, attorneys, etc.), and how values-based goal setting builds loyalty beyond portfolio performance. The session also examines how AI expands advisor capacity for proactive, personalized service without sacrificing the human connection that drives retention. Attendees leave with practical frameworks and a sharper sense of where the client experience bar is heading.