Crossroads: Critical Decisions to Evolve an RIACrossroads: Critical Decisions to Evolve an RIA
Is your independent RIA at a critical crossroads?
September 20, 2018
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Sponsored by BNY Mellon's Pershing
Advisory firms encounter crossroads that shape their transformation. "Crossroads: Critical Decisions that Advance the Evolution of an Advisory Firm" can help firms decide which steps to take to grow and improve profitability. Insights from several advisory firm leaders who have successfully transformed their businesses are also included.
This paper can help firms determine when to:
Hire the first support advisor
Hire an employee (non-owner) lead advisor
Hire the first executive (professional, dedicated management of the firm)
Promote an employee to partner
Create a corporate governance model
Make the first merger or acquisition
Create a firm brand
Open an office in a new geographic market
