ABOUT THIS 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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English
United States
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