Case Study #1

Organic growth has stalled at an anemic 3-4% annually. Ouch. What moves the needle forward at your firm when it comes to helping advisors improve their organic growth?   What kinds of marketing support are you offering and what are most needed and/or requested by advisors to change this?  What are you doing at your firm to help advisers differentiate themselves and elevate their practice growth?  There are several generative AI and Fintech marketing content and delivery options available, but weaving them together, coupled with paying for them, can be a daunting challenge, especially with growing advisor technology fatigue. How is your firm attacking, or looking to attack, advisor practice growth?