Healthy Foundations for Firm Growth

No matter the size of your firm or its years in establishment, growth is central to ensuring its value. It affects things like owner compensation, profit per owner, revenue multiples, and the ability to attract successors and retain talent. Our work touches thousands of advisors each year, inspiring uniquely tailored strategies for achieving growth goals. There will never be a one-size-fits-all solution to building and strengthening a financial business. Today, we will clarify and demonstrate methods that can spark more intentional bottom-line growth.

Learning Objectives:

• Identify key factors influencing firm growth, including owner compensation, profit per owner, revenue multiples, and talent retention
• Evaluate a variety of tailored strategies for achieving growth goals
• Develop actionable methods to drive intentional and sustainable bottom-line growth in a financial business, regardless of firm size or tenure