The industry’s elite firms are growing by design – not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful educational and networking event.
RIA Edge’s peer-focused, workshop-oriented program will provide thoughtful frameworks and approaches for M&A, organic growth and talent development
PhD level content to help you become the top 1-2% of RIA firms in the industry
Participate in four 90-to-120 minute deep dive workshops on:
- Valuation & M&A
- Staffing and Compensation
- Drivers of Organic Growth (Marketing and business development)
- Advanced Financial Planning