We've arrived at WealthManagement.com EDGE. If you're here, make sure to come by and say hi at our booth next to the ELEVATE meeting space! #wmedge 🧡

Nitrogen ice cream was a hit at #wmedge !

A badass woman talking about some badass tech 👏✨

#WMEdge #WealthStack

A great team doing great things to help advisors find their freedom. #WMEDGE ⁦KristiH⁩ ⁦Jamie Hopkins⁩

No caption needed 🫡 #WMEdge

Johnny Sandquist

Kicking off #WMEDGE with a little beachside rosé with my favorite person…mom 🥰

Sooooo happy to be here and to see her face light up at this resort!🍹

If’s going to be a GREAT week!

Seeing stars and having a blast with wealthtender at #WMEDGE ! 🤩⭐️💫

Stop by our kiosk and enter to win an entire year FREE on our platform (plus pick up a pair of these fun glasses!) 🎉

#testimonialmarketing

First #MoneyChronicles recording of #WMEdge is a go!

Dan Bolton Nitrogen Johnny Sandquist Torie Happe

“Nitrogen is a growth catalyst…a force multiplier.”

⁦Nitrogen⁩ CEO ⁦Aaron Klein⁩ joins ⁦David Armstrong⁩ onstage at #WMEdge to discuss the firm’s recent rebrand and decade-long track record of driving growth for advisory firms 📈

#bullmarketforadvice

When choosing technology, start by asking “Who do we want to be as a firm?” ⁦Carson Group⁩’s Nimesh Patel talking through the CTO Survival Guide. #WMEDGE ⁦WealthManagement.com⁩ #wealthstack

Tech tours 📲, fireside chats 🔥, sunrise yoga 🧘, and more??

Count us in 🥳

#WMEdge #WMEdge 2024

A look back at Wealth Management EDGE day one📽
 
Get the inside scoop from Shannon Rosic and Matt Ackermann as they share some highlights from day one, as well as what's in store for the rest of EDGE 2024! 🔥
 
#WMEDGE

Thank you Shannon Rosic for the great convo on testimonial marketing for advisors. ⭐️

This industry is lucky to have you! Congrats on all the great content this week at WealthStack (Part of Wealth Management EDGE) #wmedge ! 🎉

Happy birthday Johnny Sandquist. We 💜 you.

#wmedge

The average RIA spends 15x more on talent than they do tech. Yet how much of their mindshare do they spend?

They need to spend more. Because lions don’t hang with hyenas. If you don’t have A talent, A talent won’t want to work for you.

#truth from Burt White #WMEDGE

Hello and goodbye #wmedge . You did as you promised - connect the best of the best. The future of our industry is bright. 👏

Until next time. 🙏

Meet ⁦Angie Herbers⁩ and ⁦Julie Littlechild⁩, two trailblazing female entrepreneurs whose respective businesses are helping financial advisors to elevate their practices ⬇️

#WMEdge #bullmarketforadvice

Hearing from the Advice Engagement experts on engaging the under engaged at #WMEdge . Amazing session and proud to work for Asset-Map Leadership who is leading the charge!

Greatest party ever thanks to @nitrogenwealth! #wmedge has us all shaking our booties and electric sliding 💃🕺🏻🪩

Greg Drozdow KVP Dan Bolton Samantha Russell 👩🏼‍💻 and so many more amazing ppl Mac Gardner, CFP® Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® Keena B Pettijohn Alison PENNY PHILLIPS

Some of my fav thought leaders of the industry 🫶🏻

Asset-Map Leadership Philipp Hecker Derek Notman sharing GOODNESS on advice engagement 🔥

Fave takeaway 4 advisors: balance technology (you don’t need it all) with *change management* and enable participation over presentation #wmedge