Curated Content for Financial Leaders (Week of June 1) By Ray Sclafani | May 29, 2020 Share: Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team. HBR Podcast: Staying Agile Beyond a CrisisBuilding Trust in Times of CrisisHow Will You Respond in a Time of Crisis? | Trusted Advisor Associates - Training, Workshops, Trust EducationA conversation with Tim Bello, Managing Partner, Merchant Investment ManagementThe Evolution of an RIA from Practice to Enterprise - Podcast for Financial Advisors from Diamond ConsultantsRevenue Or Cash Flow? The Advisor Valuation Metric War Is Real65 Creative Employee Reward Ideas (2020 Update)Behind the Deal With Mark Bruno: Behind the Deal: Merit Financial's Kay Lynn Mayhue on Apple PodcastsLeadership in the New Now | BCG Topics: Operations Share:
Business Development 10 Essential Drivers of Enterprise Value One of the biggest challenges for any thriving advisory firm is finding time (beyond day-to-day operations) to plan and execute on the activities which will most... Ray Sclafani Read More
Business Development Succession Planning 6 Keys to Evaluating a Financial Advisory Business For Sale Ray Sclafani Read More