Looking across industries, sustainable, long-term growth can be elusive for many companies. But firms that consistently outperform their peers tend to take a deliberate and integrated approach to growth.*

While market valuation, M&A and recruitment have been important growth drivers, organic growth is what wealth managers can best control. Join us as Fidelity Investments and three growth-oriented RIAs discuss the key levers of organic growth:

• Creating a thriving team to drive growth
• Enhance your platform's capabilities to drive advisor growth
• Optimizing your customer base to help capture assets before and when they are transferred
• Refreshing your offering to meet the evolving needs of your customers

*According to research published by Harvard Business Review.

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Sponsored by

Krystle Murray
Regional Vice President, Relationship Management
Loyalty 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
Abundance of Wealth