I look forward to seeing you at the Raymond James National Conference for Professional Development in Washington, May 21-24, an event that promises to be help you focus on the growth and betterment of your firm.
I’m proud to have been selected by Raymond James to present 3 unique, engaging and lively sessions guaranteed to boost your practice with tips and ideas that are easy to implement:
Find the Formula to Build Your Team – 5 Strategies to Hire Right
May 22nd • 9:30–10:30AM • Room Maryland D
Does your hiring feel like a guessing game based on a hunch? One bad hire can be a huge
setback for your firm. Instead, learn how to take a structured approach focusing on a
candidate’s performance rather than impulsive hiring. Embrace this formula and take the
guesswork out of proper vetting, interviewing, and tackling the compensation
conversation. Hire right with these 5 “how-to” strategies and assemble a high-performance
team that’s built to last!
Conducting a Practice Analysis and the Formula for Implementation
May 22nd • 2:45 – 3:45 PM • Room Annapolis 1-3
Are you flying blind when it comes to your firm’s operational effectiveness? Our formula
for measuring each area of your practice will shift you from chaos and confusion to order
and organization. Learn how to conduct a SWOT analysis and see how the results will serve
as a strong foundation for your firm’s unique process development. If you want to
intentionally design, document and implement operational procedures to create a resilient
infrastructure for your practice, this session is for you!
The Formula for Building a Legacy Firm through Smart Succession Planning
May 23rd • 4:10 – 5:10 PM • Room Maryland D
Do you have a detailed roadmap for the long-term future of your firm? If not, our
succession planning formula should be an integral part of your overall business
strategy. Don’t be the unfortunate advisors who leaves the ultimate fate of the business to
chance! Hear from your peers – Frank Pickett, Wade Westhoff and Harris Hanson – for a
lively discussion facilitated by Andrea Schlapia of Ironstone, on how they are each
navigating the succession gauntlet for a successful handoff.
To begin creating your personalized agenda, simply download the conference app (search for “Raymond James Meetings” in your app store) and look for Andrea Schlapia under the speaker section or search for the session titles listed above.
I hope you have a fantastic conference experience and find great value in the sessions you attend!
Please Send a note if you’d like to connect at the conference…