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 plan failed to convince them.As one of the three partners at Riverwalk, Scaloni had a reasonable understanding of the challenges confronting both the industry and her firm. Although not entirely clear, she knew that the financial advice industry was undergoing a significant reckoning. Scaloni identified her vision to ensure a thriving future for Riverwalk. Now she had to present that vision to her peers.
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