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.
Marcus Hagood