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Matt Johnston and Mark Butler discuss the importance of evaluating an RIA's capability maturity to unlock growth opportunities. They highlight RIA Executive Engine, as a service aimed to help assess their current needs, implement a strategic plan and provide guidance on how to execute it, with a focus on self-awareness and easy ways for firms to make progress.
By Red RockMatt Johnston and Mark Butler discuss the importance of evaluating an RIA's capability maturity to unlock growth opportunities. They highlight RIA Executive Engine, as a service aimed to help assess their current needs, implement a strategic plan and provide guidance on how to execute it, with a focus on self-awareness and easy ways for firms to make progress.