CEG Insights Unveils New Study
“Unleashing the Power of Organic Growth: Ten Key Drivers for Financial Advisors”

SAN MARTIN, Calif. — July 19, 2023 — CEG Insights, the premier research firm in the financial services industry, is excited to announce the publication of its latest study, “Unleashing the Power of Organic Growth: Ten Key Drivers for Financial Advisors.” This study is a vital component of the Wealth Management Mastery Series program, which offers financial services executives comprehensive insights to enhance their businesses and stimulate new net organic growth.

The study uncovers that deep discovery is critical to advisors’ ability to attract and keep new affluent clients. Advisors proficient in deep discovery close business at much higher rates than advisors not well-versed in this type of discovery. Furthermore, the study highlights ten critical best practices for driving organic growth, including effective business and marketing planning, deep discovery, advanced planning services, asset-based fees, framing referral requests as a second-opinion offer, strategic partnerships, niche specialization, frequent high-quality communication, client satisfaction measurement through surveys, and succession planning.

George Walper, Managing Principal of Strategic Research at CEG Insights, comments on the study’s findings, “Our latest research underscores the power of organic growth in the financial advisory space. The ten key drivers we’ve identified provide a roadmap for advisors to attract and retain high-net-worth clients, even in market volatility.”

John Bowen, CEO of CEG Insights, adds, “With this study, we aim to empower financial advisors with the tools and strategies they need to drive organic growth. By focusing on these ten key drivers, advisors can enhance their service offerings, deepen client relationships, and achieve greater success in their practices.”

The “Unleashing the Power of Organic Growth: Ten Key Drivers for Financial Advisors” study is one of eight reports published annually in the Wealth Management Mastery Series. These reports offer financial services executives comprehensive insights to enhance their already-successful businesses and stimulate new net organic growth.

For more information about CEG Insights and its comprehensive suite of solutions, explore our site.

Contact:

Robin Black
Managing Principal of Strategic Partnerships
CEG Insights, LLC
rblack@ceginsights.com
(888) 398-7298