Join the Experience Innovation Board, a first for senior leaders of large RIAs

The Experience Innovation Board brings together senior leaders to collaborate, learn and evolve the prospect and client experience.

Created for leaders by leaders

We currently have members representing 31 leading RIAs, that manage approximately $340 billion in assets for their clients. Absolute Engagement worked with a core group of founding members to define the vision for the board.

The Experience Innovation Board is open to RIAs with a minimum of $1b in assets under management. Participants should be senior-level leaders, with accountability for the prospect or client experience. All members will agree to the guidelines, set out by the founding members, to facilitate open conversation and learning.

There is no cost to participate.

Read news release

View list of member firms

  • Abacus Wealth Partners
  • Accredited Investors
  • Allworth Financial
  • Altair Advisers
  • Andersen
  • Aspiriant
  • Balentine
  • Bleakley Financial Group
  • Cassaday & Company, Inc
  • Coldstream Wealth Management
  • Donaldson Capital Management
  • Facet
  • Fairport
  • The First National Bank in Sioux Falls
  • Foster Group
  • Mariner
  • MASECO Private Wealth
  • Mawer Investment Management
  • Modera Wealth Management
  • Morton Wealth
  • Priority Financial Group
  • RTD Financial
  • SageView Advisory Group
  • Savant Wealth Management
  • Summitry
  • SYM Financial Advisors
  • Truepoint Wealth Counsel
  • Versant Capital Management
  • Vista Capital Partners
  • Westmount Partners

How it works

Quarterly board meetings

Each quarterly meeting (held virtually) will focus on a defined theme, contributed by members. These meetings involve:

  • Sharing new data, gathered in advance from members
  • A targeted presentation (with speakers from within and outside the industry)
  • Peer sharing through small group discussion

Opportunities to connect

There will be additional opportunities to work with smaller groups of members to examine specific themes in a mastermind/study group structure.

In addition, ad hoc meetings on specific themes will be convened, for those with interest in that topic.

All members can access the Private Members page for videos of all meetings, resources and tools shared by members.

Apply now!

Is the Experience Innovation Board right for you? Share more information on you and your business and we’ll be in touch soon.
Get started
If you have any questions, please reach out to questions@absoluteengagement.com