CE webinar credits - Strategies from industry experts on mergers, client relationships, and strategic partnerships

Charting Your Course:

Strategies for Thriving in Today's Financial Market

DATE:
Monday
June 17, 2024

TIME:
2:00 PM ET
11:00 AM PT

Staying relevant in today's dynamic financial market means taking risks and embracing challenges to reap future rewards. But not all blueprints for growth are the same.

Join us for an interactive webinar with industry experts on what makes successful firms lead the pack. We’ll explore the intricacies of mergers and acquisitions, organic growth, and strategic partnerships. By understanding these pathways, firms can navigate and capitalize on opportunities to thrive in an ever-changing market.

Key takeaways:

The motivations and challenges with M&A transactions
The importance of client relationships, referrals, and brand reputation in driving organic growth
How to identify potential partners, such as complementary service providers or industry disruptors, and explore the benefits of collaboration
Discuss methodologies for assessing the financial health, regulatory compliance, and cultural compatibility of target firms