What do you want your business to look like 5, 10, 15 years from now? Getting from here to there requires planning and commitment. Elevate the foundational pillars of your business and set yourself up for long-term sustainability and success.

Your three business pillars–organization, entity, and compensation–work together to support ongoing growth, profitability, and sustainability. As one structure is strengthened, it encourages and enables the enrichment of the others. In this way, building a strong business foundation is an integral and organic process. To successfully reinforce, or rebuild, these foundations you must start with an informed plan to know where and when to focus your efforts.

Our new webinar series, Pillars of Sustainability, provides an inside look at each of these foundations, as well as the holistic sustainability solution they create. 

Learn more about each of the sessions and register below.



Creating Equity Pathways to Retain Top Talent
May 19, 2021 • 10am Pacific / 1pm Eastern
Christine Sjölin, SHRM-SCP, VP Strategic Development / Partner

Eric Leeper, CFA, VP Research & Analysis / Partner

In an aging industry, the battle to retain talented professionals can be fierce, especially for small business owners. Developing an equity-centric organization with properly structured cash flow increases bottom-line profitability for ALL owners and creates the means to reward and retain your top talent. During this presentation, you’ll discover:

  • Why equity is your most powerful retention tool.
  • How to harness individual strengths to build a strong team–including non-producing professionals.
  • How to build a recruitment strategy that serves your long-term business goals.
Register for this session.


Structuring Your Entity for Enterprise Growth
June 9, 2021 • 10am Pacific / 1pm Eastern
Rod Boutin, J.D., General Counsel

Ericka Langone, J.D., Assistant General Counsel

The entity structure of your business can impact the way it's run, how ownership is succeeded, and how the enterprise is taxed. Choosing the right entity for your business allows for efficiencies in capacity, expenses, and, ultimately, growth. In this webinar, you’ll learn:

  • What the advantages and disadvantages are of different entity structures given unique business goals
  • How to adjust your entity structure to serve your priorities
  • How the proper entity supports your efforts to onboard the next generation of advisory professionals

Register for this session.



Exploring Compensation Strategies
June 30, 2021 • 10am Pacific / 1pm Eastern
David Grau Sr., J.D., President & Founder

Eric Leeper, CFA, VP Research & Analysis / Partner

Compensation systems in the industry are as varied as the businesses who use them. A proper balance of compensation tools helps to maximize profitability, reward your team, and attract talented professionals. In this presentation, we dive into some client case studies focused presentation to explore:

  • How to properly balance and leverage the compensation tools available to you.
  • How to adjust your compensation system without reducing anyone’s earned income.
  • Why it’s more important to know how to pay your team rather than how much to pay them.

Register for this session.


Aired April 28, 2021
Building a Business for Long-Term Value
David Grau Sr., J.D., President & Founder
Craig Strauser, SVP Client Experience

Succession and sustainability are inextricably linked, by creating one you find the other. Both are achieved by cultivating strong business foundations. In this session, you’ll learn:

  • Why structure vs. size has a greater impact on business value.
  • How sustainability helps you keep your promise to your clients.
  • How to determine where to focus your efforts to create long-term value and sustainability.

Click here to access a recording of this session.

 

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