IMPACT 2025 is heading to Denver, bringing together RIA leaders for energizing keynotes, learning opportunities, and meaningful connections. Recharge with fresh mountain air and experience the buzz of the city while engaging in one of the industry's most dynamic events.
October 7 - October 8, 2025
RIA Edge LA
Event
James Fisher, JD
RIA Edge Los Angeles brings together 350+ senior leaders, including 250+ top advisors from firms like Schwab, Choreo, and Mariner. Attendees will hear from experts in strategy, talent, marketing, and tech, with the 2025 Tech for Growth Summit offering insights to help RIAs scale and personalize their businesses.
Beyond Hiring: Turning Talent Strategy into Enterprise Value
Webinar
Moderated by Leslie Smith
Panelists:
Eric Leeper, CFA, CFO, at FP Transitions
Steven Perry, CEO and Founder of The Well Recruiting Solutions
Explore how aligning your hiring strategy with succession planning can accelerate growth and strengthen long-term enterprise value. In this conversation, FP Transitions’ Eric Leeper, CFA, and Steven Perry of The Well Recruiting Solutions share insights on when to hire, setting clear standards, creating career paths for next-gen leaders, and avoiding common growth pitfalls.
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
Breaking the Mold: Advice on Building the Firm of the Future
Webinar
Moderated by Suzanne Siracuse
Panelists:
Jim Cahn,Chief Strategy Officer, at Wealth Enhancement Group
Eric Leeper, CFA, CFO, at FP Transitions
What does it really take to build a high-performing, growth-minded advisory firm that is sustainable now and well into the future? One of the industry’s fastest-growing firms, Wealth Enhancement Group, will share what’s working, what’s changing, and how M&A is affecting it all.
Winning the Talent Race: What the Next Generation Really Wants—and How to Deliver It
Webinar
Moderated by Elise Rogers
Panelists:
Hannah Moore, CFP®,President & Lead Advisor, Guiding Wealth; CEO, Amplified Planning; Creator of the Externship
Victoria O’Tool,Executive Director, FinServ Foundation; Wealth Management Intern, Mercer Advisors
Holly Ross,Financial Advisor, First Pacific Financial
This webinar brings together insights from two powerful sources: Amplified Planning’s nationally recognized Externship Program and the newly released FinServ Foundation/FP Transitions Survey of Aspiring Advisors. Together, these research-backed findings reveal exactly what next-gen professionals value most—from structured training and clear career paths to culture, flexibility, and a sense of purpose.
