Name
Case Study #2 - Your firm has experienced a steady growth rate of 3.5% over the past few years.
Date & Time
Thursday, May 15, 2025, 9:40 AM - 10:15 AM
Description
Case Study #2
Your firm has experienced a steady growth rate of 3.5% over the past few years. The RIA aims to increase this growth to double digits within the next twelve months. How does this target affect your firm's business operations? What immediate actions need to be implemented? What are the non-economic factors influencing growth and their significance? What programs can be established? What KPIs will be used to measure success?