With change coming, Oligino asked the attendees, “How will you adapt?” She suggested that the corporate culture not be just performance-based, which is internal looking and often not as fast. Instead, be a learning-inspired organization, which is external looking and gives the best chance for survival. “Empower people to have these types of behaviors,” she said.
Oligino added, “Re-evaluate and redesign your service offering. You need to grow your firm to reinvest in your business.”
She ended her presentation with more solid questions for the advisors to think about:
• How do you build on the success that you already have?
• Can you be very purposeful of how you want to pursue growth?
• What is your business strategy?
• Are you the right person? Do you have the vision? Can you sell that to your people? Can you be the driving force? Is it time to bring on someone else? Is it time to hire someone else?
• What will your clients want?
• Do you have the flexibility to adjust?
• Can you pivot as you learn?