Name
Case Study #2 - Margins Are Under Attack
Date & Time
Tuesday, December 3, 2024, 9:40 AM - 10:15 AM
Description

Margins Are Under Attack - Dave Robinson, Lumos Wealth

Operational Technology Article - xxxxxxx

  1. Why?  
  1. Short-Term Trend or Long-Term Issue – What is the cause?  
  1. How do we evaluate the numbers?  
  1. Can we identify risks or opportunities in these trends to work in our firms?  
  1. Share best practices – centrally collaborate and leverage  
  1. Identify potential opportunities  
  1. Action Items: Yes/No