The ROI of Advisory IS worth it, but if you’re following the same methodical approach to develop advisory services that you use to develop your compliance services - you may never realize it. Our panel of experts will share proof of the ROI’s of advisory, how to inspire your partners/shareholders around a new vision of your firm, and provide a framework for how you can fast-track the development of your advisory platform. We invite you to engage your top performers, your shareholders, and your clients in this provoking three-part Executive Leadership Workshop. We will inspire and educate you and your team to design a unique-to-you framework that will break the cycle of incremental advisory results and transform advisory services from an aspirational goal to actionable reality. 

Learning Objectives

• Establishing what the vision for Advisory services represents for your current and future firm.
• Gain critical alignment with senior leadership about the strategic importance of growing an advisory practice.
• Discover the critical success factors to win in advisory - People, Product, Process, Purpose.
• How to apply the Run Improve Grow change management to lead your firm through this transformation (quick tip ... sparking your top performers rather than waiting for buy-in from all).
• "Einstein 55", your team will define the leading problems and barriers your firm needs to be solves and removed - before you develop the solutions.