Growth Hub: Powerful advisor growth strategies

What is the definition of organic growth? Simply put, it's growth through new assets from new or existing clients minus withdrawals, and independent of inorganic growth such as mergers and acquisitions (M&A) and market appreciation.

Why is that difference relevant? Organic growth is controlled solely by the firm and less subject to outside forces like interest rates, the political environment, etc.

We know advisors want to control their own destiny and grow. Improving the firm's marketing and business development efforts is consistently the number one strategic initiative among RIAs in our annual benchmarking study.¹ But there is no single, fix-all solution to achieving growth. Creating a strategic plan will give you a clear picture of what you want your firm to look like in the next three to five years, concrete ideas on how to get there, and the talent and skills you'll need to make that vision a reality.

Regardless of where you are in your organic growth journey, our handpicked tools, guides, and insights (most of which are available to all advisors, regardless of your affiliation with Fidelity) will sharpen your approach to acquiring new business, expanding client relationships, and scaling your practice.