Name
The Strategic Firm
Date & Time
Thursday, September 10, 2026, 2:55 PM - 3:40 PM
Description

Professional advisers spend their careers helping clients navigate change, yet many firms struggle with the very challenges they counsel others on. This session will explore succession planning within firms and chambers, the irony of failing to follow our own advice, and the growing challenge of attracting, developing and retaining talent. We will also examine how clients are choosing advisers today, what successful client transition looks like, and the differing pressures faced by specialist boutiques and multidisciplinary firms as they adapt to a changing market.