While many firms have a common goal in mind – connecting with clients in ways to drive growth – the journey to accomplish this goal is anything but common. Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

In part two of this four-part series, we’ll look at the key people, roles, responsibilities, and relationships needed to properly align the business to gain new clients, grow existing client relationships, and build a better brand.

Download this informative webinar discussion which will answer practical questions such as:

  • How do we assess the talent and experience we currently have to identify gaps?
  • Does our firm have the right roles and responsibilities defined to proactively serve clients?
  • In building books of business, do we have the appropriate relationships to fuel growth?

For Part 1, please click here.