NAIFA's Members Blog | Justi Folladori

Justi Folladori

Meet decision-makers. Accelerate growth. Scale smarter.

By Justi Folladori on Aug 13, 2026, 12:42:40 PM

Direct access to 350+ RIA CEOs, CTOs, COOs and CMOs to solve growth, tech and investment challenges fast.

Save 20% when you register with partner code NAIFA2026.

The caliber of the people in the room is what sets RIA Edge Orange County apart. Be part of the conversations and the community moving the RIA industry forward.

REGISTER AND SAVE 20%

LEARN MORE

Connect with RIA leaders who understand your challenges and learn how they are tackling the same growth, technology and operational decisions you face. Accelerate M&A strategies, tech adoption and talent development.

Advisors and leaders of advisory firms can claim a complimentary pass to attend the event here.

Registrations can be made online, by calling +1-888-670-8200 or by emailing register@informaconnect.com.

Save up to $400 by registering before August 28.

Senior leaders from top advisory firms are attending

SEE WHO ELSE ATTENDS

Reach the leaders driving RIA growth

RIA Edge attracts owners, CEOs, CTOs, COOs, CMOs and other senior leaders from many of the country's fastest-growing RIAs. When 350+ senior leaders managing $2T+ AUM gather to solve their biggest challenges, your brand belongs in the conversation.

GET IN TOUCH

Plan your visit

Discounted hotel accommodations are selling out quickly! Reserve yours today at the Waldorf Astoria Monarch Beach, available until September 11.

BOOK MY ROOM

Sponsors and partners

Join these leaders in 2026. Contact our team to learn more.

Exclusive NAIFA Member Savings for WIFS THRIVE! 2026

By Justi Folladori on Jul 27, 2026, 4:36:25 PM

The WIFS THRIVE! Bold By Nature National Conference is where ambition meets opportunity. Created by women leaders, this is your chance to gain the strategies, insights, and support to elevate your career in financial services and unlock your full potential. This year, the event is at the Downtown Hilton in Portland, Oregon, September 15-18.

There are two full days of content on 9/16-9/17 including main stage and breakout sessions. Sessions include topics on personal development, client communication, marketing and branding, using AI in your business, and so much more. The WIFS exciting Closing Night Party is on 9/17 with live music. Additionally, there is also a pre-conference reception the evening of 9/15.

As a NAIFA member, WIFS is extending their member rate for registration to you. Use the discount code: NAIFA_DISCOUNT_2026 to save almost $300! You will leave Thrive with a sense of community, excitement, and focus. WIFS invites you to join them. #WIFSThrive

RIA Edge Orange County returns to Dana Point, CA this October!

By Justi Folladori on Jul 14, 2026, 9:57:29 AM

Save 20% when you register with partner code NAIFA2026

Growth demands evolution - and RIA Edge Orange County, October 19-21, is leading by example.

As the event expands to meet the needs of the most ambitious firms in wealth management, we're moving to a new home that matches the caliber of insights you'll gain: the Waldorf Astoria Monarch Beach in Dana Point, CA.

The fastest-growing RIAs in the country are here, sharing the ideas, technologies and business approaches that are helping them scale. You'll hear directly from firm leaders about what's working in their organizations today - and the lessons they've learned along the way.

Tap into sessions designed to give you a competitive edge:

From AI experiments to enterprise advantage: building the operating model for the modern RIA

The client signal layer: turning conversations, behavior and data into growth opportunities
Winning the war for next-generation RIA talent
The client experience imperative: building an advice model that scales

REGISTER AND SAVE 20%

LEARN MORE

Advisors and leaders of advisory firms can claim a complimentary pass to attend the event here.

Registrations can be made online, by calling +1-888-670-8200 or by emailing register@informaconnect.com. Save up to $800 by registering before July 24.

Find your next big client at RIA Edge Orange County

Are you interested in meeting senior industry leaders? Are you focused on accelerating your business and developing new, impactful connections?

Sponsorships are going quickly! Amplify your brand presence and create lasting impressions at the #1 networking event for advisors.

GET IN TOUCH

You're Invited to The College Funding Coach Success Summit

By Justi Folladori on Jun 1, 2026, 9:00:00 AM

On behalf of the entire team at The College Funding Coach®, we are excited to invite you to the 12th Annual College Funding Coach® Success Summit. On August 5-7, we’ll be changing the game in the world of college funding and financial planning. YOU should be here.

Ready to Elevate Your Practice? Join NAIFA at Wealth Management EDGE!

By Justi Folladori on May 26, 2026, 9:44:39 AM

Join your peers at Wealth Management EDGE, June 9-11 at the Boca Raton Resort, the industry's premier event for growth-focused advisors.

Boost Your Knowledge, Your Network and Your Business

By Justi Folladori on May 11, 2026, 9:35:14 AM

The EDGE you need is right in front of you.

At Wealth Management EDGE, taking place on June 9�11 at the iconic Boca Raton Resort, the possibilities for connection are endless. Each year, thousands of meetings spark ideas, opportunities and partnerships that shape the future of wealth management.

Experience next-level networking designed to help you gain a competitive EDGE; 1:1 meetings, roundtables, tech tours, receptions and much more.

Every moment at EDGE is an opportunity to connect, learn and grow with the entire wealth management ecosystem.

Save 20% with code NAIFA2026 at checkout.

REGISTER TODAY

SEE WHO ATTENDS

Complimentary passes are available for advisors and leaders of advisory firms.

Registrations can be made online, by calling +1-888-670-8200 or by emailing register@informaconnect.com.

Find the perfect networking experience for you

EDGE Meetings

1 to 1 meetings with like-minded professionals of your choosing

EDGE Roundtables

A unique forum for engaging conversations and problem-solving, carefully curated to address a specific topic or challenge

Tech Tours

Guided expo hall tours that enable you to explore the latest innovative tech solutions

Advisor2Advisor Matchmaking

A dynamic meeting experience for advisors to connect with one another

*Exclusively for advisors and advisory firm decision makers

Receptions

Catch up with people you've met that day, carry on conversations, unwind and get ready for your evening plans!

Event App, ConnectMe

The event app, ConnectMe launches one month before the event, allowing you to login, create your profile, see who'll be joining you in Florida and start planning your onsite experience

Networking opportunities

Big Names. Big Ideas. Join Us at the Life Insurance Summit.

By Justi Folladori on Apr 22, 2026, 1:55:57 PM

We want to personally invite you to the Life Insurance Summit, which NAIFA is speaking and exhibiting at, hosted June 15-17 by BetterWealth in Nashville, TN.

Medicarians Vegas is Almost Here. Join Your Peers & Save!

By Justi Folladori on Mar 23, 2026, 9:38:25 AM

Experience It All at Medicarians Vegas 2026

Medicarians Vegas 2026 is quickly approaching - and it's more than just a typical conference. It's an experience designed to propel your business forward through a robust agenda, meaningful conversations, and a little fun along the way.

As a friend of NAIFA, you can still save $200 before prices increase April 3rd (details below).

Make Connections: Available exclusively to registered attendees, our Private Network & App allows you start to networking now! Discover, request, and schedule 1:1 meetings with over 5,000 peers before you arrive. View companies attending
Smart Badge: Exchange contact info instantly using your interactive badge (syncs with the Medicarians App).
Create Shared Experiences: Whether at the Puppy Park, Tee Time, Biergarten or so much more in the Expo Hall.
Meet Anytime: Use the 1:1 Meeting Zone when the Expo Hall is open, or the Meetup Point when it's not!
Breakfast & Lunches: Enjoy informal meetups over meals (included with your registration).
Celebrate in Style: Our Official After Party features a private performance by superstar Taio Cruz, ONLY for Medicarians attendees.

Prices Increase April 3rd
Why pay more? The on-site price to attend Medicarians Vegas is $2195, but as a friend of NAIFA you can secure your ticket for just $1695 if you register before prices increase Friday, April 3rd!

Attend as a Hosted Agent — FREE
Apply to join the Hosted Agent Program and receive a complimentary ticket in exchange for attending at least one sponsor-led session.

Apply for Hosted Agent Program

We look forward to seeing you at Medicarians Vegas!

Sincerely,
Team NAIFA

Are You Ready to Take Your RIA Firm to the Next Level?

By Justi Folladori on Mar 16, 2026, 9:00:02 AM

RIA Edge Nashville is a gathering of the most successful leaders in the wealth management industry designed to help accelerate your firm's growth.

RIA Edge Nashville is Back in 2026. Secure Your Spot Today!

By Justi Folladori on Mar 2, 2026, 9:00:04 AM

If accelerating your firm's growth is a top priority for 2026, RIA Edge Nashville is the ultimate destination to gain the strategies, insights and connections you need to achieve it.

350+ senior leaders and advisors are coming together to offer unique perspectives on AI-driven workflows, smarter onboarding, evolving investment menus, alternative allocations and scalable service models for 2026.

RIA Edge Nashville is more than just a traditional conference. It’s a carefully curated experience where every conversation is purposeful, every introduction is meaningful and the networking fosters a unique and unparalleled sense of community.