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The Road to a Multi-Billion Dollar Firm: Pushing Past Challenges and Setbacks

Session Speakers
Session Description

Why Attend
Find out how to significantly expand your business by avoiding common setbacks and taking advantage of key resources that foster growth.

Session Details
Many advisors hope to increase the size of their firms, but don’t have a clear idea of the obstacles they’re likely to encounter during growth, or how to overcome them. A panel of advisors from large firms will discuss a variety of approaches—including internal succession and inorganic growth—that can help firms hoping to manage more than a billion dollars in assets. During this session, discover:

  • How to anticipate challenges that will occur as you expand
  • Tools and resources available to help you when you encounter setbacks
  • Key areas on which you need to focus to significantly scale your business

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule