For Heather Locus, a principal at Balasa Dinverno Foltz in Chicago, the ‘aha’ moment came she came back into the office after a meeting with clients and saw Susan Korin, the firm’s chief operating office, in a conference room discussing restructuring with senior advisors.

“I thought ‘This is exactly what should be happening,’” she recalls. “’I’m out helping clients and Susan is in an internal meeting helping to grow the business.’’

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