RIAs need to get over 'quotas' when it comes to sales and growth, or end up being owned by an RIA that knows how to impose them
To achieve growth, investment advisors need to stop avoiding a 'sales culture' and achieve clear organic growth goals by, cough... selling
Author Guest Columnist Amy Parvaneh September 22, 2020 at 4:31 AM
Jeff Spears
September 22, 2020 — 3:02 PM
Great article that combines Goldman and Parenting. Difficult,but we need to keep at it so we can keep our job and our kids attention.
Related Moves
2023 was great RIA year and nobody really noticed, setting up 2024 for a more visceral reap
Pushing toward $10 trillion on multiple rising tides -- and with much creative destruction sorted out -- the RIA channel, ethos and movement are succeeding quietly in plain sight
