RIA Edge West Day 2 - PT (Pacific Time, GMT-08:00)
RIA Edge West Day 2 - PT (Pacific Time, GMT-08:00)
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- Michael Tiedemann - CEO, AlTi Tiedemann Global
M&A in the RIA space is a fascinating relationship of motivations, needs, and incentives that drive successful transactions. From understanding the buyer's desires to aligning with the seller's goals, we'll explore the intricate navigation that culminates in a mutually beneficial deal and the trends we are seeing in the industry.
- Dentisa Balunis - SVP of M&A, Edelman Financial Engines
- Derek Bruton - Senior Managing Director, Gladstone Associates LLC
- Kyle Miller - Managing Director of M&A, EP Wealth
- Tylor Bordelon Seaman - CEO, Maslow Wealth
Participants will leave this session equipped with a deep understanding of the transactional journey from initiation to closure, along with invaluable insights into what makes a seller appealing from the buyer's perspective. Whether you're a seller, advisor, or investor, this session provides actionable knowledge for navigating the complexities of successful deal-making. Join us and elevate your understanding of transactions from a buyer's lens.
- Matt Regan - President and CEO, Wealthcare Capital Management
*By Invitation Only
Billion dollar+ advisory firms have become wildly competitive and the demands placed on their marketing leaders are increasing accordingly. Traditional marketing tactics are no longer enough to achieve sustainable growth. Forward-thinking firms need a strategic growth framework that includes organic and inorganic strategies and provides predicable, repeatable results.
Join Intention.ly's CEO Kelly Waltrich and Head of Strategy Melissa Thomas for a thought-provoking discussion around the modern RIA marketing playbook, focusing specifically on the critical topics of demand generation and recruitment marketing.
The goal of this think tank is to build your network of CMOs, exchange ideas, debate pain points, and uncover best practices and success stories to give you the tools to increase the value of marketing within your organization and ultimately drive towards your firm's growth goals more confidently.
Key Discussion Topics:
- RIA marketing team structures & budgets
- What and when to outsource vs. hire and own internally
- Marketing technology you can’t win without
- The demand strategies that are working best — and not
- What is a reasonable client acquisition cost
- How can marketing teams drive recruitment
- How to show marketing's impact on the firm
We want to turn the attendees of this Think Tank into a close-knit community of marketing leaders that define the future of marketing within large RIAs.
- Kelly Waltrich - CEO, Intention.ly
This session will feature RIAs that have recently transitioned leadership responsibilities from the original firm founders to new NextGen, or G2, executives. How are these G2 leaders re-thinking – and ultimately re-positioning – their firms to align with the needs of existing clients, as well as the next generation of investors? Found out more in this hands-on Q&A that highlight the strategies, tactics and philosophies of two RIAs undergoing both transition and transformation.
- Mark Bruno - Managing Director, Head of Strategic Advisory, Emigrant Partners
- Stacey McKinnon - COO, CMO & Wealth Advisor, Morton Wealth
- Tylor Bordelon Seaman - CEO, Maslow Wealth
Join us for an insightful discussion on a clinical psychologist's crucial role in family wealth conversations, featuring Dr. Patricia M. Villarreal, Chief Clinical Officer, and Vanessa N. Martinez, CEO of Expressive Wealth. In this session, we will delve into the complexities of wealth transfer across generations, with a special focus on maximizing return on investment and boosting earning potential. Key takeaways include strategies for understanding generational wealth perspectives, navigating the emotional dynamics of inheritance, and mastering communication techniques that foster open and empathetic dialogue. Patricia and Vanessa will share their expertise, offering practical tools and insights to help advisors optimize family wealth discussions for maximum financial growth. Emphasizing the importance of financial returns, this session will equip advisors to guide families through challenging conversations, ensuring both the retention of assets and the empowerment of the next generation. Together, Patricia and Vanessa provide a unique approach to wealth management, ensuring that both financial performance and emotional well-being are prioritized in sustaining generational wealth during the great wealth transfer.
- Vanessa Martinez - CEO, Expressive Wealth
- Dr. Patricia M. Villarreal - Chief Clinical Officer, Expressive Wealth
Roundtable discussions offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you can choose sessions aligned with your interests and professional goals.
In a rapidly evolving financial landscape, Registered Investment Advisors (RIAs) face both unprecedented challenges and remarkable opportunities. Traditional growth strategies, like client referrals, while still valuable, are no longer sufficient to stay ahead of the competition. This session is designed specifically for CEOs of RIA firms who are ready to explore innovative and untapped avenues for growth. Our panel of industry experts will share their experiences and success stories, providing actionable insights that you can implement immediately. This session will not only inspire you to think outside the box but also equip you with the tools and knowledge necessary to capitalize on new growth opportunities. Don’t miss this chance to transform your business strategy and elevate your firm to new heights.
Join us and take the first step towards redefining success in the RIA space.
- Joe Anthony - President & Co-Owner, Gregory FCA
- Brittany Abbate - Vice President, Advisor Growth Marketing, Choreo
Uncover the secret strategies that set top-growing firms apart from the competition. Discover innovative techniques for client acquisition, effective business development, and sustainable growth that you can implement within your own RIA firm, from the industries leaders.
- John Wernz - Entrepreneur-in-Residence, Great Hill Partners
- Mike LaMena, AIF®, CEPA, SHRM-SCP - Chief Executive Officer, Wealthspire