Breakout Sessions B

#1 – You are starting from scratch to build an advisory firm growth engine. What does a firm growth engine mean? Does that incorporate new and existing investor customers? Does that include junior advisor recruiting? 

#2 – You have built a $2 Billion dollar practice off savvy, smarts, and willpower. You want to go to the next level. What is your plan for getting there? What makes your practice unique? What are your measures of success? What are three steps you put in place to go to the next plateau - $5 Billion?