Independent advisers’ plans for growth
Growth levers
Although most firms have a robust outlook on growth, they emphasize different levers to achieve it.
Talent: Focusing on organizational structure, attracting and retaining talent, and anticipating skill sets needed for the future as they are essential to supporting growth.
Sales and marketing: Making investments in sales and marketing to actively create strategies to meet target client needs.
Client experience: Using target client personas to better meet client expectations, creating strategies to meet clients’ needs, and identifying specific client segments for expansion.