Strategic Planning

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Nov 18 2020

Remote Strategic Planning Summit (SPS)

2020-11-05T13:15:04-06:00November 18th, 2020|, |

Wednesday, November 18th - 9:30AM - 5:30PM CT The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives? Firms must [...]

Jul 21 2020

AGN Webinar: Market Trends and the Impact to Your Firm

2020-06-01T11:00:37-05:00July 21st, 2020|, , , |

Tuesday, July 21st - 2:00PM - 3:00PM ET Tamera Loerzel and Renee Moelders will speak on the following topic for this AGN member webinar, Market Trends and the Impact to Your Firm: The pandemic is causing us all to shift how we operate and change our day-to-day operations. But how does what you’re doing in [...]

Jan 15 2020

Staging Your Firm for Your Best Years Yet

2020-01-15T07:34:42-06:00January 15th, 2020|Inspired Ideas Blog, Leadership, Next Generation, Succession|

Happy New Year, and New Decade! We are looking forward to a fresh start and the opportunity to envision what possibilities the next ten years will deliver. We believe this decade will be pivotal in the way that firms operate their practice, manage their talent and serve clients. It’s understandable to have twinges of overwhelm [...]

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