Do industry perceptions of how growth can be achieved match the reality of how growth can be achieved? Actually happens in consulting firms? Join us for an in-depth exploration into the dynamics of growth at advisory firms, where we'll analyze 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 real drivers of growth, debunking common myths and uncovering actionable insights that can shape your firm's future strategies.
Key points of discussion:
- Understand how market performance and confidence in aggressive hiring impacts organic growth in the industry.
- Discover the differences between perceived and actual paths to growth, especially in attracting and serving more customers profitably.
- Assess the role of technology in consulting firms, noting the shortage of chief technology officers and the potential for growth in the use of technology.
- Examine misconceptions about corporate culture, highlighting the impact of open communication in growth-oriented consulting firms.
CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.
Produced by
Sponsored by
Shannon Rosic – Moderator
WealthStack Director of Content and Solutions
WealthManagement.com
Craig Clark
Head of Marketing
Nitrogen
Matt Ackermann
Chief Content Officer
Integrated Partners