TOOL: Understanding Growth Barriers Chart

Financial advisory firm leaders often ask us, “what is the key to growth?” There isn’t one key to growth. However, through our consulting experience, and sophisticated business modeling we have uncovered the major growth opportunities and challenges advisory firms face.

This tool at Herbers Academy helps you understand the common growth barriers advisory firms face at each revenue level.

What you will learn:

  • Where the growth barriers exist at each revenue level

  • The major solutions to growth issues at each revenue level

  • Understanding how advisory firm profitability rises and falls at each growth barrier

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