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Becoming a Forward-Thinking Advisor

Session Speakers
Session Description

Why attend:
Discover how to prepare your firm for the future by developing a strong culture that drives value and differentiates your business.

Session details:
Forward-thinking advisors have one thing in common: They know how to build strong cultures that empower their firms. Being forward thinking also means knowing how to grow your enterprise value—whether vertically by adding more clients or horizontally by offering more services—and foster solid succession planning. A subject-matter expert will discuss why:

  • A strong culture, team building, and recruiting are critical for creating efficiency
  • Focusing on results will add value for clients and boost your enterprise value
  • Adopting and experimenting with innovative technology can help you stand out from the competition and pave the way to a successful future

Additional Information
Not Eligible for Credit
Education Session
1h 15m
Session Schedule