PFP2204. 2022 Strategic and Tactical Themes

To submit a question or participate in polling, click the link above. This session will cover the practice and business management strategies and tactics that top advisory practices around the world are focused on for the remainder of 2022 and beyond. Goldman Sachs' Business Strategy team is a global consulting business that works with top retail wealth management firms around the "business of running the business." This session will focus on the often over-looked and under-values tactics that actually move the needle. Areas to be discussed will include: Growth Work (team and leadership) Digital Strategy Advice and Service Delivery

Learning Objectives:

• Analyze and be able to articulate the forward-looking trends in our industry
• Identify immediately implementable steps to build initial momentum