RIA Growth Insights
4 min read

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

Silvia Roa-Madan: May 5, 2026

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. 1. You Have Not Missed the Window (But It Is...
9 min read

Building a Recruiting & Acquisition Pipeline for Wealth Management: A Guide to M&A Success

Matt Heitman: Apr 8, 2026

Everyone knows that consolidation is a major trend sweeping the wealth management industry. There is no shortage of resources offering guidance on basic M&A topics like valuation,...
4 min read

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

Silvia Roa-Madan: Apr 1, 2026

What UHNWIs actually want from your communications, how to build trust through interest-based nurturing content, and why none of it works if AI cannot find your firm first. 1. The...
5 min read

How to Kickstart Your 2025 RIA Marketing Strategy

Silvia Roa-Madan: Dec 19, 2024

Financial advisors are often overwhelmed with marketing advice: post more social media, send more emails, start a podcast, and so on. While useful, these tactics don’t create a...
1 min read

How to Find the Right Strategic Growth Partner

The Edge Team: May 2, 2024

Finding and choosing the right strategic partner is a crucial undertaking for RIAs. The partner should align with the firm's operational culture, valuing client-centricity and...
1 min read

The Hidden Value of 'Strategic Partnerships' in Growth Capital

The Edge Team: Apr 25, 2024

For RIAs, Strategic Growth Capital (SGC) is not the ultimate solution but a mere tool. It must be aligned with clear and executable strategic initiatives, underpinned by the...
1 min read

How RIAs Deploy Strategic Growth Capital

The Edge Team: Mar 27, 2024

The integration of Strategic Growth Capital (SGC) for mid-sized RIAs, should aim for what we call “sustainable excellence” which involves a mix of client experience enhancement,...
1 min read

How Middle Market RIAs Benefit from Growth Capital

The Edge Team: Mar 20, 2024

The rapidly growing consolidation trend compounded by shifting client needs has transformed mid-sized RIAs from mere observers to active seekers of growth capital. As wealth and...
5 min read

The Great Wealth Transfer: Are Financial Advisors Prepared?

Silvia Roa-Madan: Jan 24, 2024

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...
2 min read

7 Reasons Wealth Management Firms Outsource Their CMO

Silvia Roa-Madan: Dec 18, 2023

By leveraging the knowledge, network, and connections of an outsourced specialized CMO, advisors can achieve better results while maintaining focus on their core competencies. The...
2 min read

Pros & Cons of DIY Marketing for Financial Advisors

Silvia Roa-Madan: Dec 1, 2023

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. These “solutions” may seem like a...
2 min read

Marketing Strategies for Wealth Management Firms

Silvia Roa-Madan: Nov 15, 2023

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 strategies be? And how much time...
4 min read

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

Matt Heitman: Oct 4, 2023

The wealth management industry has changed significantly in the past ten years, but that was just a small taste of what's to come. Looking forward to 2030 and beyond, disruptive...
3 min read

Optimizing Organic Growth: It’s More Than Just Referrals

Matt Heitman: Aug 22, 2023

Successful organic growth entails more than just one-off referrals, especially when it comes to centers of influence (COI) referrals from accountants, attorneys, and other...
3 min read

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

Matt Heitman: Jul 19, 2023

The 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 could well be part of your...