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
Unlocking Growth: Assessing Your Firm’s Full Potential
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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.