In this Capital Group webinar, Michael Novak shares his approach to business planning, which has helped his team develop and focus firm operations to drive growth and deliver high-value client service. Joined by Capital Group’s Content Director Will McKenna and RIA Relationship Manager Ryan Radtke, the group will offer insight on effective planning techniques to create a practical and versatile business plan focused on key growth strategies for your practice.
Build a high-growth business plan in 5 steps