Join four RIA industry icons as they discuss how to shape the future of your RIA. They will dive into the critical topics of strategic goals and organic growth.

As advisors and former leaders of RIA firms, Tim Kochis, Jane Williams, Peggy Ruhlin, and Ed Moore will be sharing real life stories, helping to bring this critical topic to life.

In this interactive webinar, our thought leaders will discuss:

• Strategic goals - How to establish a strategic plan for the future of your firm
• Organic growth strategies - How to grow new client assets

To request the password for the replay, please email:
‍sara.prouse@devoe-co.com