Build an Enduring Firm
If building an enduring business – one that cares for future generations (of both clients and advisors) – is important to you, then now is the time to start planning.
But what exactly does it take to build an enduring, sustainable wealth management business? It’s a complex undertaking that involves positioning your business to effectively serve future generations of your clients, investing in human capital and cultivating future leaders and owners of the business, and building a firm culture that will endure long after you step away.
Our Building an Enduring Firm: 12 Considerations checklist can help you start thinking about how you envision your future firm.