Episode 13: Why Strategic Planning Fails in RIAs—and How to Get It Right

Описание: In this episode Jennifer Geoghegan sits down with Stacy Coffey, Managing Director and Head of Advisor Partnerships at Rise Growth Partners to break down why strategic plans so often end up on the shelf, and what leadership teams should do to see results.

From building a clear “vivid vision” to creating real accountability (without bureaucracy), Stacy shares a practical framework for making strategic planning simple, actionable, and repeatable.

🔑 Takeaways

A strategic plan requires clarity at the outset and dilligence on the execution
Entrepreneuerial firms can maximimize accountabilty without creating bureaucracy
Team members must see the same clear vision to move in the same direction
Keep the plan short (one page) and usable. Fewer priorities = more progress
There are five building blocks for an actionable plan

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🌟Chapters

03:05 Strategic Planning for an RIA
10:57 The Building Blocks for Success
16:11 Prioritize Strategic Goals, Not Activity
19:59 Entrepreneurs: Embrace Accountability without Bureaucracy

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