8 Growth Strategies for Your Firm in 2014

Summary: As a leader, consultant, coach, and, most importantly, advisor, I dedicate a considerable portion of my time to envisioning, anticipating and planning for the future, especially at the beginning of the year.  Yes, measuring success is about increasing revenue, gaining new assets, and achieving a work/life balance. But, it’s also about taking your past experiences and moving forward in a smarter way. Here are eight trends I saw among successful firms last year that advisors looking to grow should implement in 2014