Take stock. Build a plan. Execute.
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
Craig Ramsey, COO @ AdvisorEngine Kathy Crowley, Business Development at AdvisorEngine