Christina Townsend, Managing Director and Co-Head of Relationship Management, Wealth Solutions, BNY

Christina Townsend, Managing Director and Co-Head of Relationship Management, Wealth Solutions, BNY
Displaying 2 results
3 Secrets to Sustaining Growth, Revealed by Top-Performing Advisory Firms
YOUR PRACTICE PRACTICE MANAGEMENT NOV 10, 2021
3 Secrets to Sustaining Growth, Revealed by Top-Performing Advisory Firms

Despite 2020’s multi-faceted disruption, many advisory firms managed to deliver strong revenue growth and profitability. However, a select group of firms significantly outperformed peers in these areas and others – by driving three key strategies.

3 Questions to Ask to Power Up Your People Strategy
YOUR PRACTICE PRACTICE MANAGEMENT OCT 13, 2021
3 Questions to Ask to Power Up Your People Strategy

In 2020, many firms chose a steady-as-she-goes approach to compensation and staffing levels – but may face a major retention challenge as the “great resignation” wave engulfs America.