Unlocking Growth: Three Strategies from High-Performing RIA Firms

Date: June 12, 2024
Time: 2PM EST

The goal of every RIA firm is to attract and retain top talent and valuable books of business, and building for scale is crucial to achieving these objectives. We’ve analyzed the fees and compensation practices of thousands of RIA firms, identifying key strategies that drive success and profitability. Join SmartKx and AdvisorBOB as we reveal the secrets of the most successful firms, drawing from our extensive experience and insights.

Key Takeaways:

  • Understand how to scale your operations, increase profitability, and move beyond Excel spreadsheets.
  • Discover how transparency can enhance your reporting capabilities, provide valuable insights into your book of business, and improve client relationships.
  • Explore strategies to attract and retain talent, drive business growth, and maximize efficiency.

Presented By

Lacey Shrum
Lacey Shrum Founder, Smart Kx
Colton Pence
Colton Pence CEO, AdvisorBOB

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