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Navigating Growth Strategies in Advisory Firms: Bridging Perceptions and Realities

Wednesday, February 28, 2024 | 2:00 PM ET

Do industry perceptions of how growth may be achieved jive with the reality of how growth actually occurs at advisory firms? Join us for an insightful exploration into the dynamics of growth in advisory firms, where we’ll dissect the findings of a survey conducted by Nitrogen and Integrated Partners in collaboration with Wealth ManagementIQ. We'll take you beyond the surface to examine the true drivers of growth, debunking common myths and revealing actionable insights that can shape your firm’s future strategies.

Key Discussion Points:

  • Understand how market performance and the belief in aggressive hiring impacts organic growth in the industry.
  • Discover the differences between perceived and actual paths to growth, particularly in attracting and serving more clients profitably.
  • Evaluate the role of technology in advisory firms, noting the scarcity of chief technology officers and the growth potential in leveraging technology.
  • Examine misconceptions around corporate culture, emphasizing the impact of open communication on growth-oriented advisory firms.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. 

Produced by

 

 

Sponsored by 

 

 

 

Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com

 

Craig Clark
Chief Marketing Officer
Nitrogen

 

Matt Ackermann
Chief Content Officer
Integrated Partners

 

 

 

TAGS: Resources