Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Webinar Invitation: Strategic Planning for 2025
2024-11-13 • 20 second read

Have you created a strategic plan for the coming year? Do you need to make refinements to an existing one? Have you had a strategic planning meeting with your team?

By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.

Strategic plans can have real value if they are referred to regularly and adjusted as needed. Are you meeting your targets? What can be done to bring you back on track? What needs to be adjusted in your business activities to ensure the desired outcomes? What changes have to be implemented with your clients?

Join Duncan for this actionable webinar, as he discusses the steps to take with your team to make a strategic plan an integral part of your business and an invaluable reference point that won't be filed away and forgotten.

Date: Tuesday, November 19, 2024

Time: 12pm ET (45 min)

Host: Duncan MacPherson

Register: paretosys.co/webinars

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