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CEOs + COOs: build your 2024 business plan now

Take stock. Build a plan. Execute.


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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

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

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