Business Planning, Strategic Planning and Valuation

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Why there is a disconnect between the valuation level of private advisory firms and publicly traded firms.

Strategic Planning

Strategic Planning Valuation Communication Investment Advisor

Transcript: Victor Khosla, Strategic Value Partners

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. This business is just starting. I write a business plan for it. I get folded right into that group after writing the business plan. All that said, you wrote the, the business plan.

Banking

Banking Assets Investments Investing

Financial Advisor Source

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Transcript: Victor Khosla, Strategic Value Partners

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