The window for deciding how a firm crosses into the agentic era is roughly three years, measured in busy seasons rather than fiscal quarters. This guide lays out what's actually at stake for firms that wait: the risk to assets under management, reputation, and talent, along with a framework for deciding whether to build, buy, or partner.
- Why the gap between early movers and late adopters compounds rather than stays flat
- Why reputation moves faster than the balance sheet, with clients and talent noticing before the numbers do
- A practical framework for build versus buy versus partner, and the five moves to make, in order
The leaders who move now will spend the next three years setting the standard everyone else gets measured against. That's the kind of legacy worth choosing, and it's still there for the choosing.
