Growth by Design: Building an Advisory Firm That Scales Without Sacrificing Client Experience

Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for an interactive discussion on what it really takes to grow an advisory firm in today's evolving landscape. As traditional marketing gives way to AI-driven search, changing client expectations, and increasing competition, sustainable growth requires more than generating new leads—it demands alignment across your marketing, operations, client experience, and team.

Together, we'll explore the many paths to growth, from organic marketing and referrals to new markets, acquisitions, and strategic partnerships. More importantly, we'll discuss how to build the internal systems, culture, and client experience that allow your firm to grow without compromising the relationships that made it successful in the first place. Be prepared to participate, share ideas, and learn from your peers.

What You'll Learn:

• How advisory firms are creating new business through organic, inorganic, and relationship-driven growth strategies
• The evolving role of content, SEO, and AI in helping the right prospects find—and trust—your firm
• Practical ways to expand into new markets while maintaining a consistent client experience
• How to balance growth with operational capacity so scaling strengthens, rather than strains, your business
• Strategies for creating a culture where your team understands, embraces, and contributes to your firm's growth

Whether your firm is looking to accelerate growth, enter new markets, or simply build a more scalable foundation for the future, this session will provide practical ideas and engaging discussion to help you grow with greater clarity, confidence, and intention.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0