Looking across industries, consistent, long-term growth can be elusive for many companies. But firms that consistently outperform their peers tend to have an approach to growth that’s intentional and integrated.*
While market appreciation, M&A, and recruiting have been significant growth drivers, organic growth is what wealth managers can best control. Join us as Fidelity Investments and three growth-oriented RIAs discuss key levers of organic growth:
- Creating a thriving team to drive growth
- Enhancing your platform capabilities to fuel advisor growth
- Optimizing your client base to help capture assets before and when they transfer
- Refreshing your offering to meet the evolving needs of your clients
*According to research published by Harvard Business Review.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Krystle Murray
Regional Vice President, Relationship Management
Fidelity Investments
Dee Ann Remo, CFP®, PFS, CPA
CEO
Heritage Wealth Advisors
Frank Bub
Senior Director, Head of Wealth Management Consulting
CAPTRUST
Bo Hanson, CFA, CFP®
Partner and co-founder
Abound Wealth
