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

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 they pass on, that wealth will get passed along to their heirs. It will be the greatest...

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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2 min read

Marketing to Ultra-High-Net-Worth Individuals (UHNWI)

Picture of Silvia Roa-Madan Silvia Roa-Madan: September 15, 2023 9:30 AM

Many wealth management firms target exclusively the ultra-wealthy. These firms often believe that one email or a couple of social media campaigns...

RIA Marketing
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NEWS
1 min read

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

Aug 11, 2022 by PRNewswire

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

Jan 19, 2022 by PRNewswire

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

Feb 1, 2021 by PRNewswire

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

Jan 27, 2021 by PRNewswire

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

Dec 3, 2020 by PRNewswire

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

Nov 16, 2020 by PRNewswire

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

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