Chart Your Path - Choosing What the Future of Your Firm Looks Like
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on demand for $249
Establishing long-term business goals can oftentimes be the difference between mediocre performance and realizing your firm’s full potential. Do you have a clear view of where you want to be in the next 5-years? There are a variety of ways in which leaders of RIAs, wealth management firms, and retirement planning businesses can chart their own paths when it comes to building for the future.
Join Kim Kovalski, MarshBerry Managing Director and John Orsini, MarshBerry Director, as they explore the ways that top tier firms are achieving their goals and optimizing the future value of their firms.
Originally recorded February 1, 2024. Runtime = 48 minutes.
Presented by Kim Kovalski, Managing Director, Financial Advisory, MarshBerry, and John Orsini, Director, Financial Advisory, MarshBerry
Kim Kovalski joined MarshBerry in 2021 and is charged with providing strategic and operational consulting services to MarshBerry’s client base of independently-owned insurance agents & brokers, specialty distributors, wealth advisory industry, private equity firms, banks & credit unions and insurance carriers. Kim has over 20 years of experience in the insurance and financial services industry as an executive and private equity investor. Her extensive knowledge specifically in insurance distribution, planning and execution is instrumental to those cultivating and nurturing firms looking to broaden their retirement services and wealth advisory portfolios.
John Orsini joined MarshBerry as Director in 2021 for its Wealth Advisory division. In his role, he is responsible for being the client-facing lead on merger and acquisition projects, developing strategy and implementation of client deliverables and maintaining client relationships to ensure successful project execution.
For questions about this on-demand webinar, contact Marketing@MarshBerry.com