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