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Avoiding Your Firm's Expiration by Creating a Sustainable Business

Session Speakers
Session Description

Why Attend
In this hands-on workshop, learn how to avoid a succession crisis by gaining a deep understanding of how to build a sustainable business through organic growth.

Session Details
Success and growth go hand-in-hand, but many small and midsize firms struggle to attract top talent. Rising overhead costs, heavier workloads, and client attrition leave many RIAs unable to grow and approaching expiration without a plan—a potential industry crisis. This workshop will make the case for organic growth and offer a fresh perspective on how to reverse the expiration trend through sustainability and talent acquisition. During the session, you will:

  • Understand RIA-specific data about the industry’s succession crisis
  • Hear from an industry leader who overcame succession issues
  • Evaluate your business’ strengths and growth challenges
  • Leave with tangible resources to help you create a sustainable business 

Additional Information
Pre-Conference Session
3 h