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.
