Basis Points /
The New Growth Formula for Advisors

LEAD GENERATION EVOLUTION

  • Organic marketing overtakes referrals for the first time, with 28% of advisors now citing content and SEO as their primary lead source versus 24.5% for referrals.  
  • Content marketing delivers 2x the conversion effectiveness of paid social media and significantly outperforms all traditional marketing channels 

CLIENT SERVICE CROSSROADS

  • In a clear disconnect, 95% of advisors regard cross-selling specialized services as key to revenue growth, while the majority of actual clients are instead seeking “trust and excellence in core investment management.”  
  • Almost 90% of investors would be more likely to trust advisor recommendations if they shared advanced analytics to back up their guidance. 
  • Technology adoption creates a revenue opportunity, with 74% of investors willing to pay higher fees for advanced technology tools—yet most advisors report only “moderate” tech usage.  

Read More: 2025 Nitrogen Firm Growth Report