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. In this session you will:

  • Learn engaging leadership cultural attributes centered around innovation and efficiently managing change
  • Understand the three big factors driving change inside your firm: demographic shifts in talent, driving changes in client expectations, shifts in talent and the next technology revolution
  • Identify methods to enhance your value to clients with a broader advisory approach
  • Discover strategies to empower and engage 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 NextGen talent and clients proud to work at – or with — your firm.

Interested in this Course? Contact Us!

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