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We invite you to an exclusive discussion on one of the most critical challenges for growing advisory businesses: designing and optimizing your team for sustainable success. Scaling your business is about building a team that enhances profitability, efficiency, and firm value while maintaining high-quality client service.

Join our industry experts, Jennifer Goldman, Business Transformer & Founder of My Virtual COO, and Andrew Town, Senior Consultant at FP Transitions, as they dive into these key discussion points:

• Strategic Team Structures: Understand the differences between a lifestyle, growth, and scalable business model and determine the best fit for your goals.
• The Value of Your Team: Learn how talent, compensation, and productivity directly impact your firm’s valuation and long-term success.
• Maximizing Team Potential: Explore strategies to enhance capacity and efficiency without unnecessary hiring.
• Smart Hiring & Compensation: Gain insights into attracting and vetting top talent, structuring compensation, and aligning incentives for business growth.
• Where to Begin: Walk away with actionable steps to design a team structure that supports your long-term vision.

Live Q&A Session: Get your biggest questions answered by experts!