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AICPA & CIMA ENGAGE 2021


PFP2105 - PFP2105. Exponential: A New Way of Thinking About Growth


Jul 26, 2021 11:15am ‐ Jul 26, 2021 12:05pm

Standard: $49.00

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:
  • Identify the three most common problems holding back firm growth, including how to capture overlooked opportunities for growth.
  • Discover the most common firm growth barriers and how to overcome them.

Speaker(s):

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