The Advisory Firm of 2030: Scaling Growth in the Advisor Market

​How technology, AI, and evolving advisor expectations are reshaping how companies drive growth

​Senior marketing and growth leaders across asset management, wealthtech, and technology providers are navigating a rapidly shifting advisor landscape. As advisory firms evolve to meet future client needs, the way they operate, make decisions, and evaluate partners is changing as well.

​This is a curated conversation for marketing leaders looking to better understand what the advisory firm of 2030 will look like, and what those shifts mean for growth, positioning, and go-to-market strategy.

​What we'll explore:

​• How the advisory firm of 2030 is taking shape across technology, client engagement, and operating models
• What evolving advisor expectations mean for how firms position and scale growth
• How buying behavior and partner evaluation are changing across the advisor market
• What marketing leaders need to understand now to stay relevant and competitive in the years ahead

​Featured Speakers

​Moderator
Nick Rice, Director, Brunswick Group; Co-author, Wealth Management With a Difference
Advises financial services firms on strategy, positioning, and communications, with a focus on how firms navigate change and growth.

​Featuring
April Rudin, Founder & CEO, The Rudin Group; Co-author, Wealth Management With a Difference
Leading voice in wealth management marketing, helping firms drive growth through brand, client experience, and advisor engagement.

​This discussion will bring forward real-world perspectives on how advisory businesses are evolving and what that means for companies looking to reach, influence, and grow within the advisor market.

​Following the discussion, we will continue the conversation over a small, curated networking reception. Copies of Wealth Management With a Difference will be available, with a book signing during the reception.