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On this episode, David Armstrong, managing director of editorial and content material methods for the Wealth Administration Group at Informa, talks with Lisa Salvi, Managing Director, Advisor Companies, Charles Schwab, about Schwab’s RIA Benchmarking Research that highlights business efficiency and the place advisory corporations obtain effectivity in sustainable progress. The dialog sheds mild on the important function of strategic planning, mentorship applications and specialised roles in nurturing expertise.
Particularly, David and Lisa talk about:
- How benchmark research reveal the business’s vital progress, requiring corporations to strategically plan for growth.
- Why expertise acquisition and improvement are high priorities for monetary advisory corporations.
- How profitable corporations implement strategic planning that pulls expertise and leverages M&A for sustainable progress.
- The three-part technique of M&A: envision, put together and join.
Assets:
Join With David Armstrong:
Join With Lisa Salvi:
About Our Visitor:
Lisa Salvi is a member of the Advisor Companies management staff and is accountable for Schwab’s Enterprise Consulting and Training supply. Her staff develops and manages applications and one-on-one consulting engagements designed to assist unbiased advisors make lasting and vital enhancements inside their corporations by specializing in key enterprise, know-how, and cybersecurity points. Salvi’s staff leads the annual RIA Benchmarking Research, the Compensation Research, and applications that assist the event of advisor expertise via government training and pupil initiatives. Additionally they present insights and instruments that assist the Advisor Companies gross sales and assist groups ship excellent consumer service to unbiased advisors.
Salvi has labored with fee-based advisors since 2003. Since becoming a member of Schwab in 2007, she has held a number of positions, together with Chief of Workers to Bernie Clark, head of Advisor Companies.
Salvi holds a bachelor’s diploma from the College of California, Los Angeles, and the Sequence 7 and Sequence 24 registrations.
