Building a Truly Progressive, NextGen Firm (1-day workshop)

With impending succession and the proliferation of automation, the profession is facing unprecedented change. Firms are challenged to now focus on the dreams, goals and desires of their multi-generational team members and clients. Leaders who recognize this shift and drive cultural change stand the best chance of remaining relevant, competitive and sustainable. Together, we’ll explore strategies to proactively prepare for and drive changes to ensure your competitive advantage, including:

  • Engaging a leadership culture centered around innovation and efficiently managing change
  • Understanding the three big factors driving change inside your firm: demographic shifts driving changes in client expectations, shifts in talent and the next technology revolution
  • Enhancing your value to clients with a broader, advisory approach
  • Empowering and engaging NextGen while still embracing traditional team members and clients

Leave this session with ideas and tools to build a culture that inspires, excites and makes talent and clients proud to work at – or with — your firm.

Interested in this Course? Contact Us!

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