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

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

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 💡Advisors: Want More? ✔️Like, share, and subscribe to our channel! ✔️Drop your thoughts or questions in the comments. ✔️Follow Rise Growth Partners on LinkedIn for more ideas:   / risegrowthpartners   🌟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 #financialadvisors #wealthmanagement