Grow with Intention
In his book The 15 Invaluable Laws of Growth, John Maxwell’s first law is ‘intentionality’ – that growth doesn’t just happen naturally, but rather needs to be planned. You have to be intentional about what you want to build. You can’t clog up precious capacity with clients that aren’t profitable enough. A thoughtful acquisition strategy is essential. And then, because margin compression is an ever-tightening vice, you’ll also need strategies to further maintain the profitability of those clients. How do you stay a step ahead by upping the game on your value creation for clients and continuing to connect with their next generation?
Successful Next Generation Leaders
At ClientWise, we talk at great length about the critical importance of cultivating the next generation of owners and partners who will guide your firm into the future. It’s not only vital to realizing the full value of your business when the time comes to exit but more importantly, it’s a critical aspect of your fiduciary duty.
Successful Advisory Teams
A group of people working on the same projects is NOT de facto a team. To coalesce into a team, there must be a shared vision and interdependence as well as a deep sense of trust.
Learn more about what to strive for and what to avoid when creating successful advisory teams with this complimentary download.
Building an Enduring Firm
Embracing your role as advisor CEO and stepping
back from day-to-day duties to engage in long-term strategic planning and focusing on aligning personnel, technology, and marketing decisions with clear and achievable goals requires a major shift in mindset and perspective. But in order for your business to be durable and sustainable, it’s a shift that needs to begin.
Let's talk about your future.
We all want to be more resourceful problem solvers, more adept practice managers, and more visionary and inspired leaders. We owe it to our clients, our teams, and ourselves.