Uncover the most recent insights from our complete research, “Driving Agency Progress 2024,” the place we look at how youthful and veteran advisors method progress. This report supplies important information on advertising and marketing methods, progress planning, and the influence of advisor demographics on agency success. Discover key traits shaping the way forward for advisory companies and actionable takeaways for driving each natural and inorganic progress.
Key Insights:
- 57% of respondents prioritize natural progress, with 54% counting on referrals.
- Companies with a proper marketing strategy goal a mean 14.3% progress in 2024.
- Youthful advisors are extra lively entrepreneurs, embracing digital and social media.
- A $7.6 million median AUM progress purpose is about for 2024 by respondents.
Unlock methods to speed up progress, streamline advertising and marketing efforts, and improve consumer engagement. Obtain the total report to achieve helpful views from main advisors.
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