PFP2343. Sustaining Business Growth Through Turbulent Times

This session will dive into the practices that drive sustained business performance under difficult market conditions. We will explore current industry dynamics and take a look back to the lessons from the Great Recession, examining four key practices that enabled a select group of advisory firms to outperform.

Learning Objectives:

• Recognize how to optimize business performance through the proactive management of key growth levers that will sustain a firm during challenging market conditions.
• Analyze the big industry trends impacting on advisory firm performance to support smart human capital decisions and advance the client experience.
• Identify ways to protect owners during downward market conditions and better position for success when the recovery takes hold.