October 27, 2023
Wellspring Featured in FA Magazine
5 Essential Steps To RIA Growth
Michael Novak offers five critical steps for RIA growth in this Financial Advisor Magazine article, including: (1) assessing the practice, (2) defining goals and objectives, (3) prioritizing based on impact, (4) aligning the team, and (5) setting milestones and monitoring progress.
Click "5 Essential Steps To RIA Growth" to view the full article.