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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Tech for Growth Summit: Powered by WealthStack

Technology insights and connections to help scale your business

Helping elite advisors leverage technology to unlock business growth and create scalable, repeatable, yet personalized experiences for your clients.

What is the Tech for Growth Summit?

Elite advisors and forward-thinking teams need to embrace adaptive methods that allow for nimble, timely adjustments to changing market conditions and evolving client needs. Introducing the inaugural Tech for Growth Summit at RIA Edge West, where technology and practice management strategies and content unite. Gain exclusive insights, connect with industry leaders and access the tools necessary to stay ahead in a competitive market. Don’t miss this unique opportunity to revolutionize your advisory practice with integrated tech and management strategies. Join us and gain your competitive edge.

Topics coming to the stage

  • Augmented Humanity: How AI Amplifies the Human Element of Financial Advice

  • What's in my WealthStack? Solutions that are Powering Growth
  • Scale or Fail: Navigating the Change Management Treadmill

  • High-Tech, High-Touch: Client Engagement in the Digital Age
  • Will AI Make Financial Planning More Human?

  • Building Future-Proof RIAs: Scale, Stability, and Human Capital