Unlock the Blueprint for Advisor Marketing

 

The Modern Growth Stack: How FIRMS SCALE BILLIONS WITH CONFIDENCE

The Modern Growth Stack White Paper shows how RIAs, IMOs, and broker-dealers are transforming marketing into a scalable growth engine—driving predictable organic growth, strengthening advisor recruiting and retention, and protecting firms with compliance oversight.

Backed by research, benchmarks, and case studies, it’s a framework every growth-minded firm can use to scale with confidence.

What You’ll Learn:

  • The Challenges of Scaling Marketing – Why referrals and fragmented tools fall short.
  • The 6 Core Pillars of a Modern Growth Stack – Automation, segmentation, orchestration, BI, compliance, and integration.
  • Real Results & Benchmarks – 200–300% more leads per campaign, 25%+ conversion rates, near-zero compliance issues.
  • Case Studies – Advisors Excel doubled AUM to $40B; Arax hit $28B in three years.
  • Implementation Best Practices – Pilot, rollout, and adoption strategies firms use to modernize.

Who Should Read:

  • Home office marketing leaders needing scalable systems.
  • RIA, IMO, and broker-dealer executives driving adoption.
  • Advisors and teams who want growth without extra manual work.

With the right framework, firms can replace complexity with confidence—turning marketing into a reliable engine for growth.

Modern Growth Stack

Why It Matters

Disconnected tools don’t just slow marketing—they stall growth, frustrate advisors, and create compliance risks. Here's how The Modern Growth Stack helps advisors:

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Drive Organic Growth

Capture more qualified leads, convert faster, and generate measurable AUM gains.

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Recruit & Retain Advisors

Provide turnkey, compliant marketing support that makes your firm more attractive to top advisors.

Compliance Support-1

Stay Compliant at Scale

Maintain brand consistency, oversight, and audit-ready controls across every advisor and channel.