Breakout session with CatchLight

This session discusses the importance of focusing on organic growth for financial advisers due to increasing competition and the availability of self-service tools. It underscores the significance of establishing relationships with younger generations and adjusting services to meet their expectations, especially with the upcoming wealth transfer from baby boomers.

It differentiates organic growth from mergers and acquisitions, emphasising the need to increase existing clients’ wallet share and setting realistic growth goals. The role of up-to-date marketing materials, website SEO, and diversified lead acquisition is highlighted to maintain competitive advantage. Additionally, tailored engagement through data analysis, CRM integration, and understanding the ‘ideal client profile’ (ICP) is emphasised.

The speaker explains how to use consumer data to optimise lead focus and uses proprietary models to identify high-potential clients. Advisers are encouraged to tailor pitches, nurture good reviews, and integrate technology efficiently.

Watch parts of the session here:

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