Positioning Your Firm for Growth

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What systems and processes should I consider to help scale my business? How can I improve my clients’ experience and financial outcomes? What are top business development and planning practices for faster growing firms? Leveraging insights and thought leadership from one of the industry’s leading benchmark studies, join us for a discussion on how you might tackle these key areas of your business. Advisors will learn:

• The diversified marketing practices employed by top growth firms
• Key differentiators in business operations between top and bottom growth firms
• How top growth firms are developing talent, managing compensation and other human capital considerations

After the presentation, the presenter Catherine Williams will be available to answer live questions.

Speakers

Catherine Williams
Head of Practice Management and Vice President
Dimensional

Catherine Williams is Head of Practice Management at Dimensional. Based in the Charlotte office, Catherine delivers benchmarking and practice management insights to advisors. Prior to joining Dimensional, she spent more than 20 years in the investment industry, including serving as Chief Operating Officer for a large RIA. Most recently, Catherine offered strategic and executive coaching to investment advisors as an Executive Business Coach with the Carson Group and as Vice President of Practice Management and Consulting with Fidelity Investments.

She studied broadcast journalism at SF College and has focused her professional learning on leadership development, which includes coursework through Babson Executive Education. She holds several FINRA licenses and has served as an advisory board member for the UCI/Center for Investment Wealth Management and a coach/mentor for the G2 Leadership Institute.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.