The Organic Growth Operating Model: A Sequenced Playbook for Financial Advisors

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The Organic Growth Operating Model: A Sequenced Playbook for Financial Advisors

Webinar

Most financial advisors have tried the tools — emails, LinkedIn campaigns, the occasional webinar — without ever building the foundation underneath them. The result is wasted spend, low conversion, and growth that stalls the moment markets stop doing the work for them.

This session presents a proven, sequenced operating model for scaling organic growth across advisory practices of all sizes. Drawing on benchmarking data from Cerulli, Schwab, and real-world results, FMG Chief Marketing & Experience Officer Susan Theder and Chief Evangelist Samantha Russell walk advisors and firm leaders through the eight-layer playbook that separates practices growing 20-30% organically from those riding AUM drift. From defining an Ideal Client Profile and industrializing referrals, to building an AI-engine-ready content strategy and knowing exactly when — and when not — to invest in paid lead generation, attendees will leave with a clear sequence to follow and a prioritized action list they can start implementing immediately.

What You'll Learn

  1. A sequenced growth framework you can apply immediately. You'll learn the eight-layer organic growth model — in the exact order it should be built — so you stop investing in channels before your foundation can convert them.
  2. How to industrialize your referral and COI programs. You'll learn the specific systems that turn client referrals and center-of-influence relationships from ad hoc wins into repeatable, trackable growth channels that compound over time.
  3. How to show up where prospects are searching today. You'll learn how AI engines like ChatGPT, Perplexity, and Gemini are changing how prospects find advisors — and the concrete steps to make sure your practice gets cited, not just ranked.
  4. The three documents that predict growth more than anything else. You'll learn what a documented marketing plan, Ideal Client Profile, and written value proposition actually look like in practice — and how to build them even if you're starting from scratch.

Speakers

  1. Scott Bekker Webinar Moderator Future B2B
  2. Susan Theder Chief Marketing & Experience Officer​ Fmg suite
  3. Samantha Russell Chief Evangelist​ Fmg suite