The Organic Growth Strategy Gap
Why wealth management client acquisition stalls and how to fix it
Wednesday 25th November at 11am GMT
45-minute live webinar with polls + Q&A
Organic growth rates dropped to 1.5% last year, despite concerted effort to bring in new clients and assets. What most firms are missing is not more budget or activity; it is more alignment between marketing, distribution and enablement.
This webinar explores how leaders can finally unblock their organic growth.
In just 45-minutes, Jonny Adams, Managing Consultant and Caroline Dabu, Principal at SBR Consulting, will share:
- Why most firms leave vast sums of AUM on the table without realising.
- How audience segmentation changes how firms approach client acquisition.
- What leaders can do to help their advisers drive more organic growth.