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Most advisory firms have a desire to grow without much of a plan to accomplish it. This session explores the advisor growth options, considerations, and critical success factors. Industry growth data and the industry value proposition evolution are examined. This valuable and insightful session gives the foundation to execute an effective growth strategy for your firm.
Vince Birley, CFP®, AIFA®, is chief executive officer of Vident Financial. Prior to this, he was the chief strategy officer and executive vice president of advisor services for Ronald Blue & Co. As Chief Strategy Officer, Vince was responsible for identifying and developing the firm's strategic direction, including with its strategic business partners and client development. As executive vice president of advisor services, he is responsible for the tools, technology, and services that advisors use in serving clients. Prior to joining the firm in 2000, Vince was a founder and principal with Atlantic Capital Management, LLC, where he served as managing partner. Vince holds a B.A. in Business from Central College. He and his wife, Susan, have three children and live in Atlanta, Georgia.