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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 position of strategic planning, mentorship packages and specialised roles in nurturing expertise.
Particularly, David and Lisa focus on:
- How benchmark research reveal the trade’s important progress, requiring corporations to strategically plan for growth.
- Why expertise acquisition and improvement are high priorities for monetary advisory corporations.
- How profitable corporations implement strategic planning that pulls 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 crew and is chargeable for Schwab’s Enterprise Consulting and Schooling provide. Her crew develops and manages packages and one-on-one consulting engagements designed to assist unbiased advisors make lasting and important enhancements inside their corporations by specializing in key enterprise, know-how, and cybersecurity points. Salvi’s crew leads the annual RIA Benchmarking Examine, the Compensation Examine, and packages that help the event of advisor expertise by govt schooling 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 unbiased 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 Sequence 7 and Sequence 24 registrations.
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