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c. myers live – Maximizing Net Worth: Insights for Financial Institutions
Manage episode 360478718 series 3262647
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The financial services industry is changing day by day, and the impact of net worth on organizational performance and growth is relevant and top-of-mind for many institutions. In this c. myers live, we explore the importance of strategic net worth considerations. We also provide insights on how organizations can maintain optimal net worth levels through strategic planning and decision-making, while aggregating risks and always considering different opportunities. For access to the interactive tools Rob and Charlene discussed in the podcast, please click here: https://www.cmyers.com/education-tools-events/interactive-tools/ These tools are designed to help organize thoughts in order to have productive conversations around strategic net worth and other important topics.
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