As Lorena Scaloni sat in her office at Riverwalk Wealth Management, she was starting to get just a little nervous. The end of the week marked the day when she would be standing before a room filled with her peers and investment professionals, ready to present her vision for the future of Riverwalk’s financial advisory practice. The audience had no qualms about challenging her ideas or casting doubt if her vision lacked persuasiveness or her action .....more

Teaching note for Ivey Product no. W33334.