Post by Family Wealth Alliance, Inc.

Our conversation “Managing Rapid Growth” highlights how Ritholtz Wealth generated and maintained fast yet sustainable growth. Michael Batnick, CFA, Managing Partner and Director of Research at Ritholtz, explains how technology innovations transformed the firm while emphasizing the importance of your team embracing change prior to implementation: “The most important lesson…is getting buy-in from the team.” Top-down mandates simply don’t work as your client base expands and your business accelerates.   Watch our conversation with Michael as he discusses the firm’s growing pains and how you can apply Ritholtz’s learnings to your expanding organization: https://lnkd.in/d3DdVrBN   Nice shout-out in the video for Canvas Custom Indexing, a Franklin Templeton product, and a valued Strategic Sponsor of the FWA community.