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PFP1811 - David vs. Goliath

Jun 11, 2018 2:30pm ‐ Jun 11, 2018 3:20pm

Standard: $49.00


Articles, presentations and consultants emphasize the advantages of growth and scale for your professional career. But the thriving ecosystem of small, thriving businesses suggests that there's another side of the story. This session will explore the advantages that smaller firms have over their larger competitors, how the Davids of the PFP world can hold their own against the Goliaths up the street.

Learning objectives:

• How to leverage technology to enjoy the same scale as larger firms.

• Marketing the personal touch: the value of working with the person whose name is on the door.

• How to take full advantage of flexibility and freedom to provide customized advice, vs. the constraints that may be imposed on advisory staff at larger firms.

• How unconstrained decision-making can make a smaller firm more adaptable in a rapidly-evolving profession.


Tags: PFP

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