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RIA Edge
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Candice Carlton
EVP and Head of Advisor Education at FiComm Partners


Candice is the Head of Advisor Education, a Marketing and PR coaching membership, designed to supercharge advisor growth - at scale. She is an expert in advisor video, podcasting, and social media.

Candice is passionate about helping advisors find their authentic voice to stand out, attract new clients and extend the impact of financial advice. She has coached hundreds of advisors across the country, is a sought-after expert speaker at industry events and is the creator and co-host of the award-winning New Skool Podcast.

Prior to FiComm, she spent her career at two of the fastest-growing and most innovative RIA’s in the US- Mercer Advisors and United Capital, which was acquired by Goldman Sachs as well as consulting for firms like XY Planning

Agenda Sessions

  • New Skool Podcast Live

  • Winning the Battle for Talent in the RIA Industry: Keys to Successfully Recruiting and Retaining Top Talent