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The reality is the majority of firms are not growing like they should. There are major risks to not growing such as stagnating revenue streams, decreasing firm valuation and advisor attrition. That’s why Nitrogen launched the industry’s first annual Growth Survey, probing the major differences between slow-growth and hyper-growth firms in the areas of technology, marketing, and client engagement. This report defines hyper-growth firms as firms that grew 21% or more in 2022; slow-growth firms, 5% or less.
Great firms are growing in the double digits and that allows them to invest in their staff, grow their valuation, and most importantly, expand their impact on their clients. But how are they doing it? There is a gap in the research around growing wealth management firms that explicitly compares the tactics of slower-growing firms and hyper-successful firms in the areas of technology, marketing, and client engagement. Nitrogen conducted research in order to answer the question, “What are hyper-growth firms doing differently?”
Download the report.
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