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Advanced Personal Financial Planning Conference 2016

7 - Managing Growth and Building a Team-Based Service Approach

Jan 18, 2016 11:20am ‐ Jan 18, 2016 12:10pm


Firms of all sizes face similar challenges: recruiting and hiring, retaining employees, managing clients and systematizing processes. There is not, however, a onesize- fits-all approach to building an effective advisory business as the term “best practices” might suggest. Understanding your firm’s relative strengths and opportunities can help you enhance overall performance. This session will cover:
• The client experience and designing a team and service model that align with client needs
• Evaluating your business and assessing its current health through the use of capacity metrics
• Key inflection points as advisers grow, changes in organizational structure and future challenges


  • Jeff Pierce, Vice President, Advisor Benchmarking, Dimensional Fund Advisors

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