Discover the latest insights from our comprehensive study, Driving Firm Growth 2024, where we examine how new and veteran advisors approach growth. This report provides essential data on marketing strategies, growth planning, and the impact of advisor demographics on firm success. Explore key trends shaping the future of consulting firms and useful measures for driving organic and inorganic growth.

Key insights:

• 57% of respondents prioritize organic growth, with 54% relying on referrals.
• Firms with a formal business plan target an average growth of 14.3% in 2024.
• Young advisors are more active marketers, embracing digital and social media.
• An average AUM growth target of $7.6 million was set for 2024 by respondents.

Unlock strategies to accelerate growth, improve marketing efforts and improve customer engagement. Download the full report to gain valuable insights from top advisors.

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