Strategic planning for RIAs: turning vision into action

Strategic planning is essential for growth and long-term success. This session will cover how to convert your vision into a practical and measurable plan. Topics include differentiating strategic plans from business plans, a 90-day action plan, team alignment, and tracking and pivoting. We’ll discuss how to develop a strategic plan that aligns with your business objectives, identify simple tactics for translating long-term strategy into daily operational goals, and explore tools for tracking key performance indicators to measure success.

This complimentary webinar is intended for financial professionals only. John Hancock Investment Management is not affiliated with Justin Goodbread.

By registering, you are certifying that you are a financial professional and agree to share your information with John Hancock Investment Management.