Building a Committed Team: What’s Your Strategy to Get the Right Team for Your RIA?

Building a successful Registered Investment Advisor (RIA) requires careful planning and a dedicated team. Having grown multiple businesses that I sold for profit, I understand how important it is to have the right people on board. In my previous entry, I began looking at how to grow your team through the eight-figure exit. I’d like to go a little deeper in this discussion. So, join me as I look at building a committed team for your eight-figure exit! Follow Along With The Financially Simple Podcast!  This week on The Financially Simple Podcast: (1:30) Your company will change (4:55) Who do you need in an RIA? (9:30) Why does it matter in light of the eight-figure exit? (11:05) Assessing your team’s competencies (14:55) Developing an assessment plan (16:12) Creating micro-alignment for the eight-figure exit (18:13) What’s the strategy? Building a Committed Team That Thrives Amid Change In the dynamic landscape […]

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