Smarter Growth Starts with Better Clients

Thursday, September 24, 2026
9:00 am - 9:50 am

Not all growth is good growth. This session will explore how leading firms define their ideal client profile—and build systems to attract, select, and retain the right relationships. From refining client selection criteria to improving onboarding and service delivery, learn how a focused client strategy can drive stronger margins, better experiences, and more sustainable growth.