What it Takes to Run a Successful Advisory Business

Presented by

Mark Tibergien and Kim Dellarocca

About this talk

Building a successful advisory business requires more than managing portfolios, it requires an understanding of the fundamental pillars of managing a business. In this presentation, Mark Tibergien and Kim Dellarocca will share insights from their new book The Enduring Advisory Firm and demystify the most common assumptions about the business of financial advice, walk through the mistakes advisory practices make as they grow, and reveal the five characteristics of top-performing advisory firms. You will learn: -How to convert your practice into a business; -How you can thrive in an age of shrinking margins; -How to identify and retain the best advisors; and -How to overcome the top obstacles keeping clients from doing business with you. Mark and Kim will answer attendees’ questions during the session.

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