Cracking The Code On Organic Growth For Financial Advisors

from Modern Financial Advisor · host finservMarketing

The lack of robust organic growth for financial advisors' businesses has been a key concern for industry leaders for years. On this episode of the podcast Tom Rieman, CEO and Founding Partner of PracticeI ntel shares what he believes is the key to cracking the code on organic growth for financial advisors. Resources Mentioned In This Episode: Bridging The Gap Podcast - Tom joined Matt Reiner on this podcast recently and we hit on one of the points from that episode to tip off our conversation.Data from PriceMetrix by McKinsey - Mike mentioned the study and an MFA Podcast episode with Kieran Bol.The Augmented Advisor Podcast - James Lee, the former President of the FPA discussed his conviction that "Financial Planner" is the 4th Great Profession.Fidelity Investments 2023 RIA Benchmarking StudySkyView Partners - Their focus on organic growth as a key driver for business valuation.

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This episode is 52 minutes long.

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This episode was published on March 1, 2024.

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