25TOT-23V: Process, Process, Process: The Foundation of Firm Growth

In the U.S., there's a popular saying in real estate that the three most important factors are "location, location, location." When it comes to managing your firm, however, the three key aspects are "process, process, process." Benjamin explains how building a solid foundation of well-established processes in every area of your firm — such as operations and planning — can create growth without compromising your culture or high level of client engagement.

Kathleen R. Benjamin, CFP, CPA