Building a Truly Progressive, NextGen Firm

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 letting go, “getting better,” being open to change and failing forward
  • Enhancing the value you bring to clients with a broader, advisory approach and technology to maximize the client experience
  • Empowering and engaging your talent including embracing flexibility and bringing young professionals along faster

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!