Eliza De Pardo: Sidestepping Missteps That Can Hamstring Growth

RIAs often struggle to manage the dual role of financial advisor and business owner. And that can lead to missteps that tend to slow growth.

Regardless of a firm’s size, common business practices ─ when not well executed ─ can be counterproductive and derail performance for years, according to Eliza De Pardo, Founder and Director of Consulting at De Pardo Consulting.

In this episode of the Synergize podcast, De Pardo joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore some of the hidden barriers and habits that may be stalling growth.

Listen as they explore:

• Common business pitfalls RIA firms may face
• Practical strategies that may help break down barriers to growth
• The vital role partner alignment could play in a firm’s ability to grow