Advisory Firm Growth & Business Insights Webinar
Growth is the buzzword of the decade. But not all advice regarding growth strategies is accurate, or even appropriate, for advisory firms. For many, it requires an astute understanding of your firm’s core competencies and opportunities for improved efficiencies, unlocking capacity constraints, and reinvesting in marketing, talent, and technology. Except not everyone can leverage the same playbook.
Growth requires intentionality and a fact-based strategy. Key data points into your current practice can power the necessary insights to devise the right growth strategy for you. Should you focus on organic growth, inorganic growth or both? Can you know if your business is ready and able to be successful in deploying a particular growth strategy?
Scott Leak, CFP® and Kem Taylor, CBEC, will not only dive into their best tips and growth strategies, but they will give you the steps to start honing your focus. Once you set your sights on growth, all you need to do is tap into the RIGHT solutions that will support your firm’s growth goals.
You've come to the right place.
Come talk with our industry experts to see how FP Transitions can leverage KPIs to help grow your business. With decades of experience and countless practices assisted, we've honed our expertise to guide you toward a more prosperous future.
Wealth Management Foundations for Intentional Growth - Ebook
Grab a copy of the our Wealth Management for Intentional Growth Ebooks by following the link above. It provides in-depth industry knowledge on how to face ownership challenges head on. Download Now.
The average advisor faces a difficult and increasingly competitive industry. With industry consolidation, technological advances, increased competition, more regulatory oversight, and the need to recruit and retain talent, it has never been more critical that financial advisors use benchmarking as part of their ongoing strategic planning process. Read More.
Scott Leak, CFP® dives into the importance of Key Performance Indicators and how to leverage them for success in this on-demand video. Learn the significance of "Mark. Measure. Monitor. Master." Watch Here.