Capital Group

The new paradigm RIA firms now operate under has caused drastic dislocations operationally, as well as in client engagement.

A former Navy SEAL provides an overview of the team’s approach to decision-making in uncertain conditions. He’ll provide actionable steps so that RIAs can apply it to their business — to help them overcome the lack of command and control, increase firm efficiency and strengthen client outreach as resources are dispersed.

In this webinar, participants will learn how to:

• Apply the Navy SEAL approach to decision-making to cultivate a high-performing, adaptable team
• Create a mission statement that clearly defines the goal, roles and responsibilities, rules of engagement, and measures of success to guide the team
• Develop a system to align the team, pivot to changing conditions and learn from mistakes
• Foster a culture of empowerment, giving the team the authority to make decisions with the limited information they have