Advisory firm growth often creates a new challenge: the business needs more structure than one person can realistically provide.
Marketing needs direction. Operations need consistency. Investment oversight, financial management, team clarity, and client service all require attention.
In this webinar replay, Charlie Van Derven, Jennifer Goldman, Eric Stein, and Damian Lo Basso discussed how independent advisors and RIAs can grow smarter by leveraging strategic fractional leadership support instead of trying to wear every hat internally.
Featuring:
Jennifer Goldman, Fractional Chief Operating Officer, My Virtual COO
Charlie Van Derven, Fractional Chief Growth Officer, Social Advisors
Eric Stein, CFA, Fractional Chief Investment Officer, East Bay Investment Solutions
Damian Lo Basso, Fractional Chief Financial Officer, My RIA CFO
In this session, we covered:
• Why busy advisors can still feel stuck
• What it costs when the owner remains the default decision-maker
• How strategic partners differ from task-based vendors
• When outsourcing creates leverage, and when it creates confusion
• How to evaluate whether your firm is ready for outside help
• Where advisory firms often gain capacity first
If your firm is growing, but the way it is managed has not kept pace, this replay will help you think more clearly about the next stage of growth.