So often Advisors jump into a transition, forming their own RIA or purchasing a firm focusing on what is needed for the immediate infrastructure. It is important to think ahead - starting with the end in mind. Some of the talking points of this webinar will cover:
- What metrics should advisors focus on when starting an RIA?
- What metrics should advisors focus on when buying or merging with a business?
- How do you shift your business strategy for the best performance?
- Where should advisors be careful when evaluating benchmarking data?