The Business Owner Challenge – Maximizing Value in your Client Experience
Historically captive firms have controlled the client experience while focusing advisors on top line results and grid qualification. As advisors move to Independence there is more opportunity to take back ownership of your value proposition and client experience; however, it is also important to ensure you are set up to optimize your bottom line results. As an equity owner getting this balance right is essential to maximizing both your profit and the long term value of the enterprise you now own.
This session will address how you can best set up your practice for success, increasing your take home and putting you in better control of your business.