Overview 2.0 Credits ONLINE Since its inception, our profession has mainly been guided by conscious capitalism, where all stakeholders matter including clients, talent, community, and of course shareholders. If you are aligned with this philosophy, you can build a thriving, growing, profitable firm that’s true to your core values without having to merge up or take on outside investors. Gain confidence in your plans to stay true to your core values and build a firm you can pass to future generations.
Major Topics Recall the difference between traditional and conscious capitalism and which aligns with your core values Define critical cultural attributes and must have strategies, including capitalizing on opportunities with AI, and identify practical places to start Identify the top change strategies emerging among fiercely independent firms List communication strategies to declare your independence and position your firm to attract and retain talent and clients
