• Unlocking Growth: Assessing Your Firm’s Full Potential

  • Jul 2 2024
  • Length: 13 mins
  • Podcast

Unlocking Growth: Assessing Your Firm’s Full Potential

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  • Summary

  • 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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