Elevating RIA practice growth
A strategic road map to increase enterprise value
Register today for some or all of the six webinars in this series, which is designed to support the success of your registered investment adviser (RIA) business by helping you leverage today's top RIA business growth strategies.
Explore how to build and scale valuable RIA businesses in this series hosted by John Hancock Investment Management and featuring Justin Goodbread, a keynote speaker, best-selling author, and coach of high-performing entrepreneurs. Learn how to accelerate business value, overcome common pain points, and establish a long-term strategic vision for your RIA business.
Tuesday, February 11, 2:30 P.M., ET
Value acceleration for RIAs: identifying the value gap
In this foundational session, we'll introduce the concept of value acceleration and the importance of exit planning to grow the value of the firm. This session will focus on the value and wealth gaps, both of which affect an RIA’s potential for long-term success. You’ll learn actionable steps to immediately address these gaps.
Tuesday, March 25, 2:30 P.M., ET
The 82 strategy–8 areas of business and the 8 key drivers of RIA business value
Explore eight key business areas and eight drivers that affect day-to-day performance and play a significant role in long-term scalability and profitability. We’ll explore how each driver affects your RIA's valuation and create a road map for improving the drivers to help ensure sustained growth and scalability.
Tuesday, April 29, 11:00 A.M., ET
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.
Tuesday, May 20, 1:30 P.M., ET
Scaling your RIA: operational efficiency and process optimization
Scaling requires more than client acquisition; it’s about building efficient processes that can handle growth without sacrificing service quality. Learn how to streamline operations to reduce complexity, use technology to automate and enhance business processes, and effectively delegate operations to team members.
Wednesday, June 25, 11:00 A.M., ET
Client acquisition and retention: building long-term value through relationships
Client acquisition is only the first step in building a valuable RIA; retention and deepening client relationships drive long-term value. This session will explore client acquisition strategies, retention techniques, client experience, and lifetime value focus.
Tuesday, August 12, 11:00 A.M., ET
Preparing for a life-changing exit: steps every RIA owner needs to know
This final session focuses on exit preparation, ensuring that owners understand how to maximize value before selling or transitioning their business. We’ll cover early-stage exit planning, maximizing value for sale, financial, legal, and operational considerations, and preserving client relationships.
Important disclosures
These complimentary webinars are intended for financial professionals only. John Hancock Investment Management is not affiliated with Justin Goodbread.