business building workshops
Our interactive advisor workshops deliver the knowhow to help your advisors make important business decisions with confidence. Conducted in-person or by virtual classroom, we bring to life business management insights, helping advisors to apply these learnings within their own businesses.
Drawing on our proven methodologies, data, advisory firm case studies and practical working examples, our workshops provide an ideal forum to help solve pressing business management questions.
Our comprehensive advisor workshops also enable important interactions with other advisors who are experiencing similar challenges. Advisors work both individually and in groups, supported by our advice, providing a valuable catalyst for business change.
Learn more about our business management workshop topics here.
Talk to us about increasing advisor engagement through in person and virtual workshops.
Organizational Design Workshop Insights
Michael Matson,
Matson Financial Advisors, Inc
Connecticut, USA
“I have been attending conferences for over 25 years and the workshop you moderated Wednesday afternoon was one of the most helpful.
You gave enough direction on the topics for our table discussion but didn’t over control the flow. Our group of 5 really helped 2 of the firms come away with key action items they were struggling to resolve internally.
Your optimism and encouragement gave us all a sense that wherever we are in our journey as professionals and firm leaders that we can improve. Thank you for caring so much about our industry and the clients we serve.”
take A LOOK AT OUR WORK
What is the turnover of talent really costing your firm?
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Brush off the Recession-like Vibe to Capitalize in 2023 with 5 Tested Growth Strategies
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Growth Strategies for a Successful 2023
Uncooperative markets mean executives will need to think creatively to sustain growth in 2023. Eliza De Pardo spoke with with Lauren Hong about business growth strategies for the year ahead.
The heat is on compensation and cola is more problematic than ever
It’s pay review season. With 8% inflation and markets down, Eliza De Pardo provides owners and executives with compensation guidance to protect firm financials and reward talent.
KEEPING MOMENTUM THROUGH THE ROAD BLOCKS
Live from the Axos Advisor service conference, in Denver Colorado, Doug Heikkinen of Advisorpedia and Eliza De Pardo discuss the talent shortage in the financial services industry and the importance of the next generation of advisors.
THE BIG SQUEEZE: LEADING THROUGH THE TALENT CRISIS
An industry-wide talent deficit looms large. The Great Resignation is merely a warning flare for business owners. Eliza De Pardo considers how the advice industry can increase access to this increasingly scarce asset?
THE ONLY WAY OUT IS THROUGH: INTERNAL SUCCESSION
Internal succession challenges can be emotionally charged and feel insurmountable. Eliza De Pardo maintians, trust and transparency is the precursor to any effective internal ownership transition.
THE GROWTH, CULTURE AND COMPENSATION PARADOX
Does your compensation plan meet the needs of your talent and shareholders? Eliza De Pardo highlights the importance of achieving a balanced compensation plan for FA Magazine.
RIAs SHAPESHIFT INTO PRIVATE EQUITY
Does the ability to serve the wealth management needs of clients create the foundation for a successful PE player? RIA Biz and Eliza De Pardo take a closer look.
$4B RIA Delivers With 2 Women Appointed Co-CEOs
De Pardo Consulting weighs in on Santa Monica RIAs Co-CEO, all female appointment with Charlie Paikert for Barron’s.
Solving RIA Challenges With Hard Numbers
Michael Kitces asks Eliza De Pardo if the $1.5 million RIA revenue threshold is a wall that ends the honeymoon; Short (inconclusive) answer: Yes, but… | RIABiz
SMART HUMAN CAPITAL STRATEGIES THAT OPTIMIZE GROWTH
Eliza De Pardo joins Michael Kitces for a rich conversation on the human capital practices that all growth minded firms should be paying attention to.
What is the turnover of talent really costing your firm?
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Brush off the Recession-like Vibe to Capitalize in 2023 with 5 Tested Growth Strategies
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Growth Strategies for a Successful 2023
Uncooperative markets mean executives will need to think creatively to sustain growth in 2023. Eliza De Pardo spoke with with Lauren Hong about business growth strategies for the year ahead.
The heat is on compensation and cola is more problematic than ever
It’s pay review season. With 8% inflation and markets down, Eliza De Pardo provides owners and executives with compensation guidance to protect firm financials and reward talent.
KEEPING MOMENTUM THROUGH THE ROAD BLOCKS
Live from the Axos Advisor service conference, in Denver Colorado, Doug Heikkinen of Advisorpedia and Eliza De Pardo discuss the talent shortage in the financial services industry and the importance of the next generation of advisors.
THE BIG SQUEEZE: LEADING THROUGH THE TALENT CRISIS
An industry-wide talent deficit looms large. The Great Resignation is merely a warning flare for business owners. Eliza De Pardo considers how the advice industry can increase access to this increasingly scarce asset?
THE ONLY WAY OUT IS THROUGH: INTERNAL SUCCESSION
Internal succession challenges can be emotionally charged and feel insurmountable. Eliza De Pardo maintians, trust and transparency is the precursor to any effective internal ownership transition.
THE GROWTH, CULTURE AND COMPENSATION PARADOX
Does your compensation plan meet the needs of your talent and shareholders? Eliza De Pardo highlights the importance of achieving a balanced compensation plan for FA Magazine.
RIAs SHAPESHIFT INTO PRIVATE EQUITY
Does the ability to serve the wealth management needs of clients create the foundation for a successful PE player? RIA Biz and Eliza De Pardo take a closer look.
$4B RIA Delivers With 2 Women Appointed Co-CEOs
De Pardo Consulting weighs in on Santa Monica RIAs Co-CEO, all female appointment with Charlie Paikert for Barron’s.
Solving RIA Challenges With Hard Numbers
Michael Kitces asks Eliza De Pardo if the $1.5 million RIA revenue threshold is a wall that ends the honeymoon; Short (inconclusive) answer: Yes, but… | RIABiz
SMART HUMAN CAPITAL STRATEGIES THAT OPTIMIZE GROWTH
Eliza De Pardo joins Michael Kitces for a rich conversation on the human capital practices that all growth minded firms should be paying attention to.
