Ready to learn more? For anyone working at, or with, a hedge fund or family office determined to see their firm reach new heights of success this year, here’s what to expect from this one-of-a-kind interactive opportunity.  

Goal-Setting Your Way to Greatness  

Every firm’s team and leaders want to be great, but what sets the great firms apart from the subpar firms? What’s the secret sauce that firms need to exceed their expectations and goals year after year? How does a firm manage to consistently set performance records? 

In most instances, firms can trace this success back to effective and efficient goal-setting— a skill that Arootah is specialized in teaching to hedge fund executives and their teams. The feedback from those who have attended this workshop has been overwhelming. They walk away with not just personalized goals, but a full master plan that will serve as a roadmap for their success well into the future.  

What’s in the Master Plan?  

So, what’s in that master plan and what makes it so unique and effective? 

Each master plan includes a firm’s top 20 priority goals based on operational and investment areas and categories. Each of those 20 priority goals is broken down further into action items and we help firms identify two top-priority action items in this process. The master plan also includes accountability strategies to ensure that firms are executing the action items. Firms will record all of this information in a complimentary workbook that they can refer to at any time.  

Learn more about the master plan by visiting our workshop sign-up page.  

The MVP Process  

So how do we go about building this master plan? We use something called the MVP Process to better identify the goals a firm should set and how best to achieve them.  

The MVP Process breaks down our 10 Step Success Formula into three stages, which are categorized: Mission, Goals, and Plans. Participants are taken through each of the steps by completing their own easy-to-use workbook with the help and guidance of Rich and his experienced team of coaches. It is a highly engaging, entertaining, and interactive process that allows you to design a customized plan specific to your firm’s investment and operational needs. The end result is a master plan with clear objectives and a strong purpose for your firm, action items that you can execute immediately, and an accountability plan to keep all team members on track. In just 3 hours, you will walk away with a specific roadmap for success in the coming year!  

There’s No Reason to Wait 

2022 can truly be your firm’s best year yet — all it takes is the right planning and execution. Clarifying goals, designing plans to achieve them, and staying accountable are all part of the Master Plan process that’s proven to take your firm to the next level. 

Arootah’s Master Plan Workshop for Hedge Funds and Family Offices takes place January 26 at 6 PM EST. Tickets are $50 and Arootah will match that and donate all proceeds to the Robin Hood Foundation, New York City’s largest poverty-fighting organization. So, not only will executives be helping themselves and their firms by attending this workshop, they’ll also be doing good in the community. 

Register now to take your firm to new heights and set yourself apart from the competition this year!