Building a Strong Bench to Scale Your Business

Looking to build capacity and streamline processes to scale your business? Join Sarah Mouser from Verdence Capital Advisors to learn how she has developed and implemented platform processes, centralize support to increase advisor capacity, enhanced service offerings to add value to client relationships, and expanded advisory teams to support growth and succession needs. This session also highlights:

• Increasing capacity to focus on high-value activities
• Empowering support staff as subject matter experts
• Recruiting and hiring next-gen talent with defined career paths

3 Learning Objectives:

1. Evaluate firm growth strategies and apply appropriate scaling techniques at different stages of development, from leveraging external resources as a smaller firm to creating internal subject matter expertise for maximum growth potential.
2. Design a comprehensive career track framework that attracts and retains talent by integrating subject matter expertise development and core competency building and implement measurement systems through clear and consistent communication.
3. Analyze recruiting channels and candidate qualities to develop effective hiring strategies that position the firm as an attractive destination for next-generation talent.