Discover the latest insights from our comprehensive study, “Driving Firm Growth 2024,” where we examine how younger and veteran advisors approach growth. This report provides essential data on marketing strategies, growth planning, and the impact of advisor demographics on firm success. Explore key trends shaping the future of advisory firms and actionable takeaways for driving both organic and inorganic growth.
Key Insights:
- 57% of respondents prioritize organic growth, with 54% relying on referrals.
- Firms with a formal business plan target an average 14.3% growth in 2024.
- Younger advisors are more active marketers, embracing digital and social media.
- A $7.6 million median AUM growth goal is set for 2024 by respondents.
Unlock strategies to accelerate growth, streamline marketing efforts, and enhance client engagement. Download the full report to gain valuable perspectives from leading advisors.
Produced by
Sponsored by
Download the full report.