GIỚI THIỆU VỀ TẬP NÀY
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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Episode 013: https://youtu.be/3BC7LibB4OI
Episode 006: https://youtu.be/2uK-wZgYLh0
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Connect with Us: Modcast.show
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Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Jason Gordo and Gary Roth, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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