How to Grow to $1 Billion in AUM and Beyond

Описание: The top-performing RIA firms with $1 billion or more in AUM keep crushing it because they do things differently. Now, for the first time, Charles Schwab has identified the 15 business metrics that its Top Performing Firms excel in.

In today’s panel discussion, we will discuss how you can use these business metrics and the insights found in Schwab’s 14th annual RIA Benchmarking Study to inform your growth strategy.

Facilitated by: Steve Sanduski, CFP®

Panelists:

Catharine Aguilar, Chief Marketing Officer, CornerCap Wealth Advisors
Lisa Salvi, Vice President, Advisor Services, Charles Schwab