Steven Farrell, executive director, first outlined the planned ‘Community Vision Conversations,’ which he described as a “10-month-long conversation” regarding future of the organization, during his ...

Strategic planning is not a one-time activity but an ongoing commitment to methodically aligning an RIA’s goals with its core values and purpose. Creating a single-page snapshot of five-year, one-year ...

Strategic planning steps can help clearly define the company’s objectives and goals and how to achieve them, and where organization is going.