WealthManagement.com Staff

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

Rob Swan highlights the importance of risk management with hedged equity strategies during market volatility.

Yrēfy's Laine Schoneberger shares their mission to expedite debt relief through an innovative investment opportunity.

Shannon Spotswood highlights the importance of Talent, Technology, and Time for RIA success through differentiation and life-centric planning.

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.

Nitrogen's CEO, Aaron Klein, reflects on the Fearless Investing Summit's evolution, the pivotal role of technology integrations, and the future with generative AI.

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