Thriving Through M&A: The Human Side of Change

By Katie Burke / July 7, 2026 / Webinar

With declining organic growth rates, increasing competition, shifting consumer demographics, talent shortages, a constant lack of time and over-dependence on rainmaking founders, a great divide is forming between firms that can purposely drive growth and those struggling to keep up. Stephanie shares the growth headwinds facing today’s advisory firms, the critical inhibitors stalling growth rates and specific, actionable strategies she’s used to help firms consistently drive double-digit growth without breaking their backs or the bank. Using advisor case studies, attendees will see how they can better leverage strategy, referrals, lead gen, closing rates, and advisor capacity to drive steady double-digit growth with greater effectiveness and ease. Learning Objectives: Identify the Five Hidden Barriers to Growth: Understand the key inhibitors—strategy, referrals, lead gen, closing rates and advisory capacity silently stall advisory firm growth. Implement Actionable Strategies: Learn practical methods to overcome these barriers, including optimizing strategy, deepening services and enhancing operational efficiency to deliver deeper value to clients while driving growth. Develop a Framework for Sustainable Growth: Acquire a structured approach to achieving double-digit growth with a simple, consistent framework that’s delivered growth results for thousands of advisors

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