Unlocking Growth: Assessing Your Firm’s Full Potential

from Perspectives on Growth · host Red Rock

Matt Johnston and Mark Butler discuss the importance of evaluating an RIA's capability maturity to unlock growth opportunities. They highlight RIA Executive Engine, as a service aimed to help assess their current needs, implement a strategic plan and provide guidance on how to execute it, with a focus on self-awareness and easy ways for firms to make progress.

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This episode is 13 minutes long.

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This episode was published on July 2, 2024.

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