The four success drivers of winning firms: How managed accounts can help you encourage a culture of ownership
- Identifying the four key drivers of a successful advice firm - the things that separate growing, sustainable, prosperous businesses from their peers - and mapped what firms need to do in order to thrive. Taking a deep dive into the fourth success driver - developing your people for long term sustainable growth.
- Successful firms realise that sustainable businesses need a high-performance culture that attracts and encourages the next generation of business owners and management and have a well-defined capital management strategy that supports this.
- Hear firsthand from a business principle on their experience in implementing an SMA strategy that has redefined the culture of their firm.