Pack your bags, grab your sunglasses, and slip into your sandals – it’s almost time for Wealth Management EDGE 2024 in sunny Hollywood, Florida! And don’t forget to bring your RIA organic growth playbook because the attendees are eager to share the strategies that are earning them results.

Financial professionals are hungrier than ever for organic growth. But there isn’t a single, easy-button answer to win new business and grow wallet share. Financial services leaders now chart several different paths to organic growth, and we see those paths reflected in the agenda for Wealth Management EDGE. Here are our top picks for can’t-miss sessions about growth strategies that move the needle in 2024:

Expand Your Toolbox

The integration of additional services like tax planning, estate planning, and insurance planning allows advisors to add value to the client experience and outshine their competitors with a more comprehensive offering. Whether they hire, acquire, or outsource ancillary services, the advisors who add them to their toolbox are seeing a spike in growth, increased trust, and stronger relationships with their clients. Voices like Jack Elder, estate attorney at CBS Brokerage, will discuss how to connect these services to a client’s timely financial needs.

Planning for the Sunset of the High Estate Tax Exemption Amount, 2:20 p.m., May 13
Tips And Tricks For Positioning Your Firm For The Future, 3 p.m., May 13

Understand the deal climate

Organic and inorganic growth are two sides of the same coin. When advisors know valuation trends, shifts in deal structure, and the underlying concerns of buyers and sellers, they are able to place their organic growth strategies in a more complete context. Conversely, anyone who approaches the deal table will have a stronger position if they can demonstrate a reliable and effective organic growth process. Nate Lenz, CEO of Concurrent, and Thomas Carroll, CEO of Homrich Berg, are two examples of RIA leaders who have struck this powerful balance.

Insider Insights on RIA M&A: Essential Factors for Prospective Buyers and Sellers, 11:25 a.m., May 15
RIA CEO All-Stars, 4:20 p.m., May 15

Embrace the next generation

As we witness the Great Wealth Transfer to new generations of investors, advisors increasingly need to meet clients where they are and tailor services to cater to the modern investor. Providing “one-time” services, allowing for immediate solutions that build trust and flexibility, resonates with younger clients who may not need full-scale planning but want to address immediate needs. Shana Sissel, CEO of Banríon Capital, and Travis Walker, Business Solutions and Diversity Consultant, Allianz Life, will show their tailored and thematic approaches to next-generation investors.

Understanding the Millennial Investor Mindset, 12:05 p.m., May 14
Matching Client’s interests and objectives with Thematic ETF Analysis, 2:30 p.m., May 14


Artificial Intelligence technologies to support RIAs are coming in fast, offering powerful tools to automate administrative tasks, analyze market trends, and tailor financial strategies. Innovators will be on-hand to share the concrete benefits generative AI has created for their operations and client experience. Gabe Rissman, CEO of YourStake will join the discussion about this emerging technology’s application in wealth management, and Vanilla will lead the Day 2 WealthStack Demos with its AI-enhanced estate advisory platform.

Navigating the AI-driven Future of Wealth Management, 3 p.m., May 13
WealthStack Demos, 3:45 p.m., May 14


Join Gregory FCA’s media training roundtable on May 14 at 2:15 p.m. We designed this session to equip financial professionals with the skills to magnify the impact of written and broadcast media. This interactive session will illustrate how earned media can amplify visibility and fuel sustained organic growth.

And don’t miss the main event! On May 15 at 3:40 p.m. our president Joe Anthony will lead a dynamic panel featuring CMOs from leading firms like Terra McBride, CMO of Prime Capital. They’ll explore key strategies for organic growth in 2024, diving into topics like digital transformation, branding consistency, and the power of engaging content strategies.

Find us at Wealth Management Edge Booth #100 to discuss drivers of organic growth in the industry! What sessions are you most excited for?