Joe Shurtz
Chief Operating Officer,
PSBLTY
Joe Shurtz's Sessions
- March 23
- 7:30 am
- - 8:30 am
- Davidson C
- Breakout Session
- Personal Development, Practice Management
PSBLTY Solution Session – Moving Upmarket: Building a Performance Culture that Delivers Results
Former title: “Moving Upmarket: The proven framework top advisors are using to win bigger clients, increase fees, and escape the commoditization trap”
Most advisors do not deliberately choose their market. They inherit it. This often leads to commoditization, price pressure, and clients who undervalue the work. This keynote challenges firms to make the strategic shift upmarket by clarifying their positioning, elevating their value, and aligning strategy, messaging, and experience to attract higher-quality clients. Attendees will leave with a clear understanding of what it truly means to move upmarket and the practical steps required to start that transition.
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