C #1

Competition is fierce among firms looking for new advisors. Consolidation is constant with firm and practice acquisitions and lift-outs accelerating. What truly differentiates an enterprise wealth firm from an independent wealth firm these days? What are the programs and tools that drive that differentiation? If you were building a firm from scratch in 2025, and you had ample funds to do so, what nine foundational areas would you build your firm on? Of those nine pillars, which ones would be the cost of doing business and which ones could be leveraged as differentiators?

C #2 

You are building the best succession planning framework ever seen in the wealth management business. What does that look like? How do you align on practice valuation and enhancement? How do you put the “pedal to the metal” on growth and service in the runup to changing ownership? How do you avert client and beneficiary bleed? How do you support transitioning that business? How do you keep the cash flow consistent and flowing?