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Sammy Azzouz: Mastering Organic Growth as an Independent RIA

Barron's Advisor

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Strategic Planning for Growth

This chapter explores the evolution of strategic planning in a firm, emphasizing the shift towards engaging and transparent documents that resonate with employees and clients. It discusses the foundational elements of the plan, including mission, vision, core values, and the importance of employee engagement and organic growth strategies. The conversation also highlights the role of effective marketing and a recently authored book in enhancing client relationships and business development.

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