))
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
Manage episode 436505254 series 3559297
Inhoud geleverd door Steve Sanduski. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Steve Sanduski of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Guest: Lisa Salvi, Managing Director, Advisor Services at Charles Schwab.
In a Nutshell: If you could start from scratch and sketch out what the ideal advisory practice looks like, what would you come up with?
Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and grow their businesses.
On today's show, Lisa and I dig into the details of Schwab's 2024 Benchmarking Study, paying particular attention to the five Guiding Principles for Advisory Firm Success that Lisa says separate good firms from the best of the best.
281 afleveringen
Delen
