Strategies for Managing Growth

3:00 PM - 4:00 PM

It's easy to get caught up in the excitement of a growing practice. But are you set up to overcome the burdens associated with growth? In this session, we will examine the fundamentals of capacity, talent, and stamina so that you can continue to sustain growth for the long term.

Learning Objectives:

  • Learn to identify capacity and talent issues and how to correct issues with easy sales processes, client service models, tech outsourcing, and efficient workflows
  • Understand how a business strategy + productivity + specialization + a simple model can help you deliver value without becoming overwhelmed
  • Recognize key business metrics to keep any eye on so that you can stay ahead for your clients and your business

This session is sponsored by SEI Corp.