 When looking closely at the numbers, the growth is not just from the markets, it’s coming from new clients and new assets.”Jonathan Beatty, senior vice president of sales and relationship management, Schwab Advisor Services |
RIAs Focusing on Organic Growth
Megan Leonhardt | wealthmanagement.com, July 2014
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Summary: An overwhelming majority (80 percent) of firms said gaining new clients through business and existing client referrals was their top strategy to spur growth this year, according to the more than 1,100 advisory firms that participated in Schwab’s 2014 RIA Benchmarking Study
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