Perspectives on Growth
Growth is the lifeblood of all financial institutions. Growth is universal regardless of your tenure, position, or organization. Perspectives on Growth will explore ideas, strategies, tools, and tactics that help financial institutions execute better to grow faster. And each edition will be delivered in under ten minutes.
Perspectives on Growth
Introduction to RIA Executive Engine
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In this episode, Matt Johnston introduces a new service called RIA Executive Engine. Matt is joined by his colleague and partner, Marc Butler, to discuss trends in the RIA world and the importance of strategy and execution in achieving organic growth. They explain how the tool offers a self-assessment, identifies areas for improvement, and provides options for support and resources, ranging from simple solutions to fractional roles.