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Using Strategic Planning to Build a High-Performance Business

Session Speakers
Session Description

Why Attend
Learn how to develop a strategic plan to help your firm grow and succeed in a competitive business environment.

Session Details
As the RIA industry matures and competition becomes more fierce, firms with a strong strategic plan are better positioned to prosper. Back by popular demand, this highly interactive roundtable session will show you how to use Schwab’s strategic planning process to help you keep your firm focused on key priorities and in alignment around a shared direction. Achieve your vision by learning:

  • Strategic planning basics
  • Approaches that have and haven’t worked
  • Your firm’s strengths and opportunities through completion of a SWOT analysis
  • How to construct and carry out an effective plan

* This session was offered at IMPACT 2016 and is being repeated due to popular demand.

Additional Information
To be announced
Extended Education Session
2h
Session Schedule