Top marketing experts at Nitrogen's Fearless Investing Conference advocate authenticity, unified strategies, and client testimonials for advisors.

Siddhartha Oza discusses how Sora Finance is addressing the need for comprehensive financial advice, including often-overlooked liabilities.

Tom Fields of Fynancial suggests merging client portals and engaging social media-like content for attracting next-gen wealth.

Julie Ragatz highlights changing paths to attract next-gen talent to the industry, emphasizing CFP programs and mentorship.

Wealth advisors shifting to financial life planning. Steve Leivent from SS&C Advent advises on tech adoption and focus.

RIAs face growth pressure. AdvisorEngine’s Rich Cancro discusses the shift from referrals to marketing for organic growth.

Chris Hiestand discusses shifting RIA custody dynamics and advisor preferences.

Balancing client focus and business growth is a pivotal challenge for RIAs over 3-5 years, as Brian Hamburger explains M&A implications.