Next Level Strategy...and Beyond

1:30 PM - 2:30 PM
San Diego C

This session will focus on the key ingredients of enduring success for RIA firms: manageable growth; staff recruitment and development; and creating a real plan for the future. These elements are closely interrelated. They are also cumulative, sequential, and mutually reinforcing. The "luck factor" is always present, but none of this happens without both intention and discipline.

Learning Objectives: 

  1. Learn how to better distinguish between strategic imperatives and short-term distractions
  2. Understand the imperative of intentional growth
  3. Gain motivation to articulate a plan for the future of your business