Aug 28, 2023
Have you ever considered what goes into building a team committed to working through an eight-figure exit with you? The phrasing of that question is significant. You see, building a team requires a great deal of forethought because it is a tactical movement. Likewise, you want to build a team that will work through an...
Aug 21, 2023
As you work to prepare your business for the eight-figure exit, change is inevitable. What got you here won't necessarily get you there. This is true whether you own an RIA or an auto repair shop. Because of the disruptive nature of change, you must be prepared to enact proper change management within your team.
Aug 14, 2023
Client attrition can be devastating to your goal of achieving the eight-figure exit. We work hard to acquire each client and it can feel deeply personal when they decide to leave. But what causes clients to leave an RIA?
In this episode, I look at the top reasons clients leave their advisors. By understanding why...
Aug 7, 2023
As business owners, we understand the importance of operational efficiency. But did you know your RIA's operational efficiencies could be the difference between making your eight-figure exit and missing the mark? Knowing that the efficiency of your operations has a direct correlation to your firm's valuation is one...