Session 2: Strategy for Your Wealth Management Business

Monday, May 1, 2017 -
9:00am to 12:00pm

Session type:

Whether you’re launching a new business or working to strengthen or expand an established one, a sound strategy and effective business plan is your roadmap to success.  Professor Paul Tiffany, Haas Business School, University of California, Berkley, will help you:

  • Understand strategy and how to create your non-replicable, sustainable competitive advantage – i.e. strategic position
  • Realistically determine where your business is and where you want to go
  • Create a detailed business plan and put it into action instead of in a drawer
  • Prepare for opportunities to avoid common pitfalls

This session also includes an interactive component for advisors to share ideas and learn from peers.