F.I.S.H. Capital

How to maximize it all

"It takes capital to run this firm." It's true: no organization can run without money. But Finance is not the only type of necessary capital. In fact, there are at least three others: Intellectual, Social and Human. Together they comprise F.I.S.H. capital, and the most successful organizations have recognized the importance of maximizing the return on each.

In this module, we will define each capital type, illustrate how successful organizations deploy all four to ensure optimal returns, and explore how you can do the same in your own investment advisery practice. We will also introduce the concept of a F.I.S.H. Board - objective advisers with specific expertise in each capital-type - dedicated to helping you create a unique competitive advantage.

Programs