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On this episode, David Armstrong, managing director of editorial and content material methods for the Wealth Administration Group at Informa, talks with Lisa Salvi, Managing Director, Advisor Companies, Charles Schwab, about Schwab’s RIA Benchmarking Examine that highlights trade efficiency and the place advisory corporations obtain effectivity in sustainable progress. The dialog sheds mild on the important function of strategic planning, mentorship applications and specialised roles in nurturing expertise.
Particularly, David and Lisa talk about:
- How benchmark research reveal the trade’s important progress, requiring corporations to strategically plan for enlargement.
- Why expertise acquisition and growth are prime priorities for monetary advisory corporations.
- How profitable corporations implement strategic planning that draws expertise and leverages M&A for sustainable progress.
- The three-part strategy of M&A: envision, put together and join.
Sources:
Join With David Armstrong:
Join With Lisa Salvi:
About Our Visitor:
Lisa Salvi is a member of the Advisor Companies management workforce and is liable for Schwab’s Enterprise Consulting and Training supply. Her workforce develops and manages applications and one-on-one consulting engagements designed to assist impartial advisors make lasting and important enhancements inside their corporations by specializing in key enterprise, expertise, and cybersecurity points. Salvi’s workforce leads the annual RIA Benchmarking Examine, the Compensation Examine, and applications that help the event of advisor expertise by means of government training and pupil initiatives. In addition they present insights and instruments that assist the Advisor Companies gross sales and help groups ship excellent consumer service to impartial advisors.
Salvi has labored with fee-based advisors since 2003. Since becoming a member of Schwab in 2007, she has held a number of positions, together with Chief of Workers to Bernie Clark, head of Advisor Companies.
Salvi holds a bachelor’s diploma from the College of California, Los Angeles, and the Collection 7 and Collection 24 registrations.
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