Broker-Dealer of the Future II, Part Two: Foster Organic Growth of Existing Relationships

A groundbreaking research study that explores how firms can foster the organic growth of existing relationships.

Historically, much of the budget and energy of a broker-dealer has gone toward the acquisition of new advisory relationships, but our research shows the organic growth of existing relationship, rather than recruitment, to be the primary engine of growth. The Broker-Dealer of the Future knows how to leverage organic growth opportunities presented and create a culture where organic growth is fostered throughout its home office and field. Stunning Transformation Two identifies five steps broker-dealers can take to accelerate organic growth:

• Break through the capacity ceiling
• Create ensemble teams
• Develop marketing plans at the level of advisors
• Become a successor organization
• Leverage the paradox of organic growth with inorganic means

Additional Media

Audience: Broker-Dealers