For many firms large and small, Client Advisory Services (CAS) represent a significant opportunity for growth. Your firm’s CAS strategy is the blueprint for your long-term vision and your near-term success. Often, firm strategy is “set and forget,” or it quickly becomes irrelevant due to changing marketing conditions. However, there’s a better way than the traditional approaches of the past.

This masterclass will help newer firms identify and take the necessary steps to create an optimized strategy for their CAS practice. This is an excellent refresher for firms with established CAS practices and provides robust new strategies for enhanced growth and stability.

Learning Objectives:

• Recognize why the old ways of setting strategy don’t work, and determine the new mindsets your firm requires


• Identify the key areas of CAS strategy to consider, and specific methods within each for your new or established practice


• Summarize best practices for monitoring strategy and making course corrections as necessary