Operations Roadmap · RIA Operators

Operations Roadmap

I am being tasked with developing a Roadmap for operations should we increase our AUM by another $500mln in assets. Has anyone done this before? If you're willing, please share your thoughts. Going from $1.5bln to $2bln+ has alot of factors; # of accounts, # of clients, # of assets. I know adding to staff is a given, what other areas should I be thinking of. Thank you in advance for any responses.

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