RIA Growth Model Integration Plan - Executive Overview
High-level strategic overview with visual presentation for stakeholder buy-in and executive decision-making
📊
RIA Growth Model Integration Plan
Executive Overview
Strategic presentation for stakeholder buy-in and executive decision-making
👥 Executives & Stakeholders
📈 Strategic Overview
🎨 Visual Presentation
📋 Document Information
This Document (Executive)
- Target: Executives, Stakeholders, Decision Makers
- Purpose: Strategic overview and buy-in
- Format: Visual presentation with styled components
- Detail Level: High-level strategy and phases
- Implementation Ready: No - requires technical specification
Technical Version Available
- File:
integration-plan-technical.md - Target: Developers, Technical Teams, Architects
- Contains: Code examples, API specs, detailed roadmap
- Detail Level: Implementation-ready specifications
- Implementation Ready: Yes - complete technical guide
Executive Summary
Create a unified model that validates hiring decisions against real ROI metrics and provides actionable insights for sustainable growth.
Current State
Both systems use sophisticated calculations but have parameter inconsistencies that need alignment.
Integration Goal
Validate every hiring decision against real ROI metrics while maintaining flexibility for different growth scenarios.
🔍 Current State Analysis
💰 RIA Cost-Benefit Model
Location:src/components/ria-cost-benefit-model.jsx
Key Capabilities:
- Declining growth rate modeling
- Household growth projections with market constraints
- Operational cost calculations
- Break-even analysis with fractional year precision
- Multi-scenario comparison with shareable URLs
Default Parameters:
👥 Team Growth Visualization
Location:src/components/TeamGrowthViz.jsx
Key Capabilities:
- Department-specific growth modeling
- Role progression based on AUM scaling
- Salary calculations tied to revenue growth
- Team structure generation with realistic hiring patterns
- Multi-department aggregation for firm-wide view
Default Parameters:
⚠️ Integration Challenges Identified
1. Parameter Inconsistencies
Cost-Benefit Model
- 4,400 households, 40% growth
- $900K AUM per household
Team Growth Model
- 500 households, 25% growth
- $6M AUM per household
2. Calculation Method Differences
- Both use same revenue formula but different starting assumptions
- Both use declining rates but different parameters
- Different time horizons: 10 years vs career progression
3. Data Structure Conflicts
- Cost-benefit: Scenario-based with current/proposed comparisons
- Team growth: Department-based with year-over-year progression
- Different storage mechanisms and data formats
🏗️ Integration Architecture Plan
Phase 1: Unified Growth Methodology
Weeks 1-2- Create Shared Growth Parameter System
- Enhanced Growth Calculation Engine
- Shared State Management
Phase 2: Cost-Benefit Integration
Weeks 3-4- Enhanced ROI Validation
- Team-Driven Cost Modeling
- ROI Dashboard Integration
Phase 3: Hiring Validation Engine
Weeks 5-6- Smart Hiring Recommendations
- Real-Time Validation System
- Scenario Planning Integration
Phase 4: Advanced Analytics & Reporting
Weeks 7-8- Comprehensive Analytics Dashboard
- Advanced Reporting System
- Export & Sharing Capabilities
📊 Success Metrics
Technical
100% parameter alignment, <1% variance, <500ms recalculation
Business
Clear ROI for every hiring decision, validated timeline
🛡️ Risk Mitigation
Technical
Gradual rollout, performance optimization, comprehensive testing
Business
Simplified UI, training materials, market validation
🎯 Conclusion
This integration plan creates a unified growth modeling system that combines sophisticated financial projections with practical hiring insights. The result will be a powerful planning tool that validates every hiring decision against real ROI metrics while maintaining flexibility for different growth scenarios.
8-Week Timeline
Phased Approach
Minimal Disruption
Ready to implement?
This overview provides strategic context. See the technical version for implementation details.