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What’s holding your firm back from real, sustainable growth? It might not be what you think.
Join Dan Gilmartin as he sits down with Anand Sekhar, a seasoned professional from Fidelity Charitable. With insights from a 20-year career in practice management and consulting, Anand shares how firms can outmaneuver market challenges like over-reliance on referrals and volatile clients. Discover how a firm’s tech stack could be its untapped goldmine and why relying on an erratic client influx is a misstep.
Dan and Anand discuss:
- (01:08) Organic growth basics and debunking some common myths
- (06:50) Identifying the true ideal client profile
- (19:57) Why events and community building trump cold calling
- (26:46) Tech investments that investment firms should prioritize
- (30:54) AI’s game-changing potential in workflow automation and client interactions
- And more
Related: Scaling Personalized Advice Starts With Better Data with Kevin Knull