Growth Doesn’t Come From Doing More, it Comes From Being Clearer
Includes a Live Web Event on 04/09/2026 at 12:00 PM (MDT)
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Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for a thoughtful and practical conversation on how advisory firms can unlock meaningful, sustainable growth by refining what truly drives it. Be prepared to participate and share.
In this session, Gretchen will explore how firms can sharpen their positioning, clearly articulate their differentiation, and strengthen the relationships that fuel long-term momentum. Drawing on real-world experience working with advisory firms at every stage—from emerging teams to established enterprises—she will unpack the common challenges that create friction and share practical frameworks to help firms grow with intention.
This is not a conversation about doing more marketing. It’s about creating alignment across your business so growth becomes a natural byproduct of clarity.
What You’ll Learn:
- How to define and communicate a clear, differentiated position in a crowded market
- Why most growth challenges stem from a lack of clarity—not effort
- How to align marketing with the client experience to build trust and consistency
- A relationship-driven approach to growth across clients, COIs, and thought leadership
- Practical frameworks you can apply immediately to reduce friction and create momentum
Whether you’re refining your firm’s direction or looking to scale with greater intention, this session will offer a fresh perspective on what actually drives growth—and how to achieve it.
Competency Level: Foundational
FPA Competency: Interpersonal Impact, Leadership
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Gretchen Halpin
Co-Founder
Beyond AUM
Over the course of her 30+-year career, Gretchen has founded and grown more than five businesses. Her journey to success has been guided by one true passion: to help people create the life they want, even when that means challenging the status quo. As Beyond AUM's co-founder, she works with dozens of advisory teams, COIs, custodians, and technology vendors garnered a deep understanding of how the client experience impacts the bottom line and growth of an advisory firm. It also inspired a mission to see independent financial advisors serve more individuals in smarter ways – to both better reach and better address their evolving needs.
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