Metrics and Strategies for Maximizing RIA Revenue in 2024

Date: March 22, 2024

From understanding your overall blended rate to reducing the time gap between client engagement and revenue realization, Lacey Shrum will provide actionable insights to boost profitability and attract new assets, clients and advisors. Explore the intricacies of RIA-specific indicators, and delve into strategies to not just analyze, but optimize them for maximum profitability and accelerated business growth.

Presented By

Lacey Shrum
Lacey Shrum Founder, Smart Kx

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