ÜBER DIESE EPISODE
In this Modcast episode, Gordo and Mike Capelle explore strategies for building enterprise value in financial advisory firms. They highlight client-centric growth, post-acquisition integration, scalable investment management, next-gen advisor development, and key performance metrics. They'll dig into that and more:
- Understand your client and target market to deliver focused value.
- Distinguish between market-driven growth and genuine business expansion.
- Maintain a consistent brand message and client experience for maximum value.
- Invest in career paths and the next generation of advisors for sustained growth.
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Englisch
Vereinigte Staaten
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Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Jason Gordo and Gary Roth, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
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