Using Benchmarks to Decentralize and Spur Organic Growth

Preparing your Registered Investment Adviser (RIA) for the eight-figure exit is a long and daunting task. It requires detailed planning, lots of follow-through, and many long hours. I know it can seem like a pipe-dream, but it actually is attainable. However, there’s a critical step in preparing for the eight-figure exit that many advisors don’t take until much too late. If you want to spur organic growth, drive value, and reach the eight-figure exit, you’re going to have to let go. In this entry, I’m going to look at how using benchmarks to decentralize can help you get where you want to be! Follow Along With The Financially Simple Podcast!  This week on The Financially Simple Podcast:  (0:38) Why are you the top producer in your RIA? (1:33) A foreign concept (3:06) Decentralization from the sales process is a necessity (4:51) Multiplicative growth (5:53) The ability to meet or […]

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