Silvia Roa-Madan

As Chief Marketing Officer at Edge Partners™, Silvia’s primary focus is to partner with RIAs to develop and execute comprehensive marketing strategies in support of organic and inorganic growth.

Knowledge
 

SUBJECT MATTER EXPERTISE

We have years of experience and an extensive track record in RIA growth strategy and asset management operations. From time to time, we share this experience in the form of insights.

RIA-Growth-Insights
 

INSIGHTS

4 min read

What Happens When a $5M Prospect Asks ChatGPT for a Financial Advisor in Your City

Picture of Silvia Roa-Madan Silvia Roa-Madan: May 5, 2026 4:49 PM

Here's what AI actually looks at when a HNW prospect asks for an advisor, what most firms are getting wrong, and what to do about it.

RIA Marketing
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Marketing to Ultra-High-Net-Worth Individuals in the Age of AI Search

4 min read

Marketing to Ultra-High-Net-Worth Individuals in the Age of AI Search

Picture of Silvia Roa-Madan Silvia Roa-Madan: April 1, 2026 7:15 AM

What UHNWIs actually want from your communications, how to build trust through interest-based nurturing content, and why none of it works if AI...

RIA Marketing
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Kickstart Your 2025 RIA Marketing Strategy

5 min read

How to Kickstart Your 2025 RIA Marketing Strategy

Picture of Silvia Roa-Madan Silvia Roa-Madan: December 19, 2024 10:54 AM

Financial advisors are often overwhelmed with marketing advice: post more social media, send more emails, start a podcast, and so on. While useful,...

RIA Marketing
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5 min read

The Great Wealth Transfer: Are Financial Advisors Prepared?

Picture of Silvia Roa-Madan Silvia Roa-Madan: January 24, 2024 8:00 AM

We've all heard about it. We know it's coming: the Great Wealth Transfer. Baby Boomers control approximately sixty percent of American wealth, and as...

RIA Marketing
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2 min read

7 Reasons Wealth Management Firms Outsource Their CMO

Picture of Silvia Roa-Madan Silvia Roa-Madan: December 18, 2023 5:00 PM

By leveraging the knowledge, network, and connections of an outsourced specialized CMO, advisors can achieve better results while maintaining focus...

RIA Marketing
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2 min read

Pros & Cons of DIY Marketing for Financial Advisors

Picture of Silvia Roa-Madan Silvia Roa-Madan: December 1, 2023 12:30 PM

RIA owners and independent advisors need to be mindful of the valuable time and resources spent on doing their own marketing or using a platform....

RIA Marketing
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2 min read

Marketing Strategies for Wealth Management Firms

Picture of Silvia Roa-Madan Silvia Roa-Madan: November 15, 2023 10:00 AM

Would you advise your clients to manage their own portfolios? Of course, some of them could figure out how to do it—but how effective would their...

RIA Marketing
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NEWS
1 min read

Edge Partners™ Launches In-House Marketing Division for Wealth Management Firms: "Edge Creative Growth"

PRNewswire: Aug 11, 2022

WESTPORT, CT / PRNewswire — Edge Partners™ announced today the formation of a new marketing division called Edge Creative Growth. This new venture...
2 min read

Coppertree Financial Planning — A $230mm AUM New England-Based RIA — Joins Concord Wealth Partners

PRNewswire: Jan 19, 2022

BOSTON, MA / PRNewswire — Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership...
1 min read

Concord Wealth Partners forms Strategic Partnership with Trainer Wright & Paterno CPAs

PRNewswire: Feb 1, 2021

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable resource, Concord Wealth Partners, an Independent Registered...
1 min read

Concord Wealth Partners Launches Concord Asset Management

PRNewswire: Jan 27, 2021

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
1 min read

Holistic Wealth Advisor with $155m AUM from Merrill Lynch Joins Concord Wealth Partners RIA

PRNewswire: Dec 3, 2020

CHARLOTTESVILLE, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
1 min read

Concord Asset Management Names Mitch York Chief Investment Officer

PRNewswire: Nov 16, 2020

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Asset Management (“CAM”), an independent...
 

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