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

Marketing to Ultra-High-Net-Worth Individuals

Many wealth management firms want to market exclusively to the ultra-wealthy. These firms often believe that articles like "Investment Strategies...

5 min read

Wealth Management 2030: Successful RIAs of the Future Will Look Very Different

In the past 10 years, the wealth management industry has changed significantly, but that was just a small taste of what’s to come. Looking forward to...

4 min read

Optimizing Organic Growth: It’s More Than Just Referrals

Successful organic growth entails more than just one-off referrals, especially when it comes to center of influence (COI) referrals from accountants,...

4 min read

Inorganic Growth: Big Gains In Revenue & Clients, Done Your Way

Odds are that in the next few years, whether you’re a large firm looking to scale, or a small practice looking for a strategic partner, a transaction...

 

News

2 min read

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

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

3 min read

Coppertree Financial Planning -- a $230MM AUM New England-based RIA -- Joins Concord Wealth Partners

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

2 min read

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

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

2 min read

Concord Wealth Partners Launches Concord Asset Management

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

1 min read

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

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

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

 

SUBSCRIBE