Competitive pressures in the advisory sector demand more than core expertise and traditional client service. Regulatory, technological and even demographic changes present challenges to client acquisition, service and retention.

Advisory firms of any size are tasked with leveraging the possibilities of digital transformation across AI, analytics, data, cybersecurity and even blockchain. A commitment to transformation will create operational efficiencies and facilitate growth. A devotion to people-centric management will attract top talent while enabling talent to succeed in an agile work culture.