UPCOMING WEBINAR: Thriving Through M&A: The Human Side of Change

March 18, 2025

The wealth management industry is undergoing rapid consolidation, and M&A events are reshaping firms, careers, and client relationships. But behind the deal terms and financials lies a deeper challenge—the human impact of change.

Join Amy DeTolla and Emily Blue for a powerful discussion on how women can navigate the uncertainty of M&A, manage the emotional impact, and emerge stronger in their careers. From understanding firm culture shifts to protecting client relationships and positioning yourself for leadership, this session will equip you with the strategies and mindset to turn disruption into opportunity.

Learning Objectives:

The emotional and psychological impact of M&A—what no one talks about
How to navigate career uncertainty and stay in control of your future
Strategies for protecting client relationships and trust through transitions
Thriving in the new firm culture—adapting, influencing, and leading
The power of resilience, mindset, and community in times of change

This is a must-attend event for women facing firm transitions, leadership changes, or M&A events. Walk away with actionable strategies and a fresh perspective on thriving in an evolving industry.

$39 Non-members; $0 Equita Members

This webinar is approved for CFP® and NAPFA CE when attending the live event.

About Amy DeTolla

Amy Detolla is the Founder of Aureus Advantage, a wealth transformation consortium dedicated to empowering wealth firms to thrive through M&A, integration, and platform transformation. With decades of experience in wealth management and wealth technology, Amy has built and led multiple, multi-billion-dollar wealth firms, designed enterprise wealth platforms, and has deep experience every facet of the wealth advisory business. Amy’s career also includes high-impact roles at leading firms such as BlackRock and Barclays where she developed expertise in institutional asset management and transformational leadership. At Focus Financial Partners, she managed and integrated over 50 M&A transactions, co-authored the M&A playbook, and optimized partner firms through people, process and platform. As Chief Experience Officer at Connectus Wealth Advisers (Focus Financial Partners corporate mega-merger wealth firm), she spearheaded the firm’s global launch, integrated all M&A acquisitions, and designed the state-of-the-art wealth and client engagement platform that contributed to an impressive AUM growth to $13 billion in less than three years. Beyond her leadership in wealth management, Amy is a venture partner at Thicket Ventures, specializing in wealth technology and she also served on Addepar’s client advisory board.

About Emily Blue

Emily Blue, CFA, is the co-founder of Hue Partners, an M&A advisory firm that specializes in guiding wealth management founders through the sale of their businesses. With extensive experience in mergers and acquisitions and a genuine passion for fostering relationships, Emily is committed to ensuring that her clients’ unique visions are realized throughout the transaction process. Prior to establishing Hue, she served as Head of Corporate Development at a national multi-family office and led valuation and negotiation efforts at one of the largest aggregators in the industry. Outside of her professional endeavors, Emily treasures quality time with her husband, Harrison, and their three children, who bring immense joy to their home. A strong advocate for community involvement, she serves as the Board Chair for the Girl Scouts of NE KS and NW MO and is a board member for Big Brothers Big Sisters of Kansas City.

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