RIA West Day 3 - PT (Pacific Time, GMT-08:00)
RIA West Day 3 - PT (Pacific Time, GMT-08:00)
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
Organic growth seems to be the hot topic of the moment. So, let’s embrace it with proven ways to achieve it. Join this mindset-shifting, growth-inducing session on how to build the holy grail of marketing - a steady pipeline of ideal clients that meets your growth goals with a 70%+ closing rate. Stephanie delivers a session with actionable ideas on how top performing firms are scaling their growth strategies, building out modern marketing funnels, and cultivating marketing machines that consistently and predictably drive growth.
If driving organic growth is part of your business goals, then this is a session not to be missed.
- Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching
Congratulations on successfully navigating your firm through a significant deal! Now that the ink has dried and the deal is done, it's time to shift focus to the crucial question: What now?
Join us for an insightful session where we delve into the post-deal landscape and explore strategies for maximizing the opportunities that lie ahead. In this session, we will address key considerations and actionable steps to ensure a smooth transition and capitalize on the momentum generated by the deal.
- Reza Zamani - Founding Partner and CEO, SteelPeak Wealth
- Craig Reid, CFP® CLU® CPFA - President & National Practice Leader, Retirement & Wealth, Marsh McLennan
Effectively recruiting and retaining top talent is crucial for sustained growth and success of your firm.
- Insights into building a strong employer brand that attracts top talent in a competitive market
- Tools and resources to support effective talent management and ensure employee satisfaction
- Techniques for aligning your recruitment strategies with your firm’s long-term growth objectives
A well-crafted compensation strategy is pivotal to driving performance and achieving long-term success. Success in the realm of investment management hinges greatly on talent. Crafting a proficient compensation program is vital for RIAs, as it enables them to allure, retain, and incentivize the skilled professionals necessary for success. Hear from industry experts as they share their insights on what has and has not worked for their firms.