Driving Organic Growth With Your CRM

When it comes to CRMs, advisors and their teams typically associate it with managing clients and facilitating their relationships. After all, CRM does stand for client relationship management. However, CRMs have drastically evolved – they’re capable of doing so much more to support every aspect of an advisory firm, such as driving organic growth. 

And it’s no secret that most RIAs face an organic growth challenge. Industry studies continue to show that outside of market growth, most RIAs are only growing a few percent a year.  

In this webinar, we’ll dive into why RIAs aren’t growing and how CRMs can help change the narrative for 2025 and beyond. 

Join us on December 12 at 1:00PM CT to learn: 

• What sources firms can leverage to drive organic growth 
• How to manage, track and maximize referrals 
• How the right CRM can help advisors grow assets from existing clients