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    Webinar

    CEOs + COOs: build your 2024 business plan now

    Take stock. Build a plan. Execute.

    WATCH NOW

    ON DEMAND

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    Join us for a webinar to learn how your leadership team can lay out an actionable annual business plan.

    Part 1: Real-life tactical tips. Delivered by our COO, Craig Ramsey. Part 2: Technology demo of dashboards that other leading RIAs are using on a daily basis to operate their firms with precision.

    Get a jump on your 2024 strategic planning. And leave this webinar with a framework that you can use at your own firm -- including a free editable template in Powerpoint to help you get started.

    Who should attend:
    CEOs and COOs

    Speakers:
    Craig Ramsey, COO @ AdvisorEngine Kathy Crowley, Business Development at AdvisorEngine



    Watch on demand

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