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How to Grow to $1 Billion in AUM and Beyond with Lisa Salvi and Catharine Aguilar
In a Nutshell: The top 20% of RIAs aren't just the biggest. They're the firms whose best practices lead to sustained growth, high valuation, and an enduring business.
Guests: Lisa Salvi, Vice President, Advisor Services, Charles Schwab and Catharine Aguilar, Chief Marketing Officer, CornerCap Wealth Advisors.
My Key Takeaway: To prepare your firm to make a big leap in 2021:
Standardize your workflow, write out your plans, and strengthen your value proposition by creating a clear, definitive ideal client profile/persona. These are actionable activities that can lead to growth and low…
The skinny
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