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Sammy Azzouz
President and CEO of Heritage Financial, a $2 billion AUM independent RIA firm. Focuses on organic growth and employee engagement.
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Aug 1, 2023
• 46min
Sammy Azzouz: Mastering Organic Growth as an Independent RIA
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Sammy Azzouz, President and CEO of Heritage Financial, shares his insights on driving organic growth at his $2 billion RIA firm. He discusses the importance of employee engagement and strategic planning in navigating leadership transitions. The conversation highlights adapting to digital changes in wealth management and how effective marketing enhances client relationships. Azzouz also reflects on the necessity of fostering a strong company culture as a cornerstone for accountability and sustainable growth.
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