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September 5, 2024

A decription on the growth strategy for the audience.

Sue Viskovic, VBP General Manager-Consulting, emphasizes the importance of an Optimum Operating Rhythm for financial advisory firms. Drawing on Verne Harnish’s Rockefeller Habits, VBP tailors this concept to the industry's unique needs. By integrating daily huddles, weekly meetings, and strategic planning, firms can enhance performance, reduce risk, and achieve sustainable growth, aligning operational rhythms with long-term success.