Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
Between Now and Success
Navigating Succession Planning and Talent Development in RIA Firms
This chapter explores the intricacies of succession planning in financial advisory firms, particularly the transfer of client responsibilities from senior advisors to junior staff. It highlights the need for developing clear career paths and optimizing roles through strategic client journey mapping to enhance operational efficiency.
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