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ENGAGE 2020


PFP2025 - Exponential: A New Way of Thinking About Growth


Jun 9, 2020 2:30pm ‐ Jun 9, 2020 3:45pm

Description

A truth has emerged: growth begins with behavior. The idea that growth begins with behavior should be no stranger to leaders of professional service, including advisory firm owners. While a focus on behavior has always been present, today there is a major trend within wealth management to help investors focus on their behavior and to shed light on how their actions and attitudes affect their retirement and financial goals. And yet, focusing on behavior is often the last place firm owners think to look when analyzing their own revenue and profit growth. In this session, you will learn the behaviors that are holding back growth, how to look at them differently, and how to overcome them to grow exponentially.

Learning Objectives:
  • The three most common problems holding back firm growth, including how to capture overlooked opportunities for growth.
  • The most common firm growth barriers and how to overcome them.

Speaker(s):

Tags: PFP
Category: Concurrent Session (Onsite and Online)

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