8 Keys to Inorganic Growth

When advisors think about growing their business and building scale, an inevitable underpinning of the strategy is either deploying a recruiting campaign to attract advisors with a book of business, or trying to develop a functional M&A plan to merge with or buy another independent advisor.

There is something intriguing about this phenomenon: most independent advisors fail to realize that many of their peers want to do the exact same thing! I have been to more practice management forums at various conferences over the years than is probably healthy, and there is a common occurrence at each.

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