Next Level Strategy...and Beyond

Course Information

Content Level: Advanced
NAPFA Subject Area: L-Strategic Thinking

Course Description

This session will focus on the key ingredients of enduring success for RIA firms: manageable growth, staff recruitment and development, and creating a real plan for the future. These elements are closely interrelated. They are also cumulative, sequential, and mutually reinforcing. The "luck factor" is always present, but none of this happens without both intention and discipline.

Learning Objectives

Learn how to better distinguish between strategic imperatives and short-term distractions
Understand the imperative of intentional growth
Gain motivation to articulate a plan for the future of your business

Speaker

Tim Kochis , CFP^®

Tim Kochis , CFP®,is a key leader of wealth management, worldwide, having received every leadership award his profession confers throughout a 50 year career.

Kochis led planning services at B of A, Deloitte, Kochis Fitz, and as CEO and Chair at Aspiriant. As a DeVoe & Co. Special Advisor and through Kochis Global, he now provides training and strategic consulting. As the author of many articles and several books, and a very frequent speaker, Kochis taught personal financial planning at the University of California; has chaired the CFP Board, the Foundation for Financial Planning, and the Financial Planning Standards Board.

Extensively engaged in philanthropy today, Kochis received a Purple Heart during service in Vietnam. Kochis is a graduate of Marquette University, BA, the University of Michigan, JD, and the University of Chicago, MBA.

Summary


Availability:	On-Demand
	Expires on Dec 31, 2024


Cost:	FREE


Credit Offered:	1 NAPFA CE Credit

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