Every growth-minded Independent Advisor hits this point:
You’ve built a good business. You serve your clients with care. You know there’s more potential: more growth, more impact, more enterprise value, but getting there feels foggy.
Should you spend more on marketing? Build a referral engine? Hire another associate? Expand into a new niche?
You’re not alone in these questions. That’s exactly why RFG Advisory created the Advisor Growth Study Club: a space for Advisors to exchange real strategies, not theories.
Each session, hosted by RFG’s Chief Behavioral Officer Brendan Frazier, features an Independent Advisor who’s actually doing the thing; from scaling education-based marketing to automating high-touch Client experiences.
If you want to create organic business growth, without chasing every trend, this one’s for you.
You Don’t Need to Hustle Harder. You Need Systems That Scale.
Here’s the truth: Advisors aren’t struggling because they don’t want to grow. They’re stuck because they don’t have the systems to scale without burning out.
At the most recent Advisor Growth Summit, three standout themes emerged around Financial Advisor growth strategies:
- Teach to build trust
- Deliver value consistently
- Track and convert existing opportunities
Let’s walk through how three RFG Advisors are using these strategies to drive 13%+ organic growth year over year (compared to the industry’s 2–5% average).
1. Teach First: The Retirement Class That Drove $100M+ in New Assets
Ten years ago, Advisor Nate Yeomans sat in the audience at a growth workshop. One Advisor shared how they were using local retirement classes to bring in pre-qualified prospects, and Nate decided to try it himself.
Fast forward to today, and Nate’s hosted 80+ classes, pulling in $120M+ in AUM. Just this fall, five classes added a $9 million pipeline to his business.
But it’s not just the class; it’s the system:
- 8–12k direct mailers per session
- 10–15 households per room
- A workbook with value-focused content
- A clear, non-pushy close: the “class extension” invite
“If you’re only planning to do one or two classes, this probably isn’t for you. But if you’re ready to commit and systematize it, this can be a game changer.” – Nate Yeomans
Nate’s strategy isn’t about closing in the room; it’s about positioning himself as the local go-to resource for retirement planning.
This education-first approach builds trust, attracts qualified prospects, and nurtures long-term referrals. One Client came back just a year later with a $3M rollover.
Consider this:
Look into your local college’s continuing education program. What would it look like to teach one 2-hour class per quarter?
2. Deliver Value Consistently: The “Quarterly Touch” System That Builds Loyalty (and Referrals)
You know client communication matters, but between market updates, daily service, and growth goals, it often falls into “when I have time” mode.
Advisor Eric Blake of Blake Wealth Management took a different route:
He systematized his value delivery.
Every Client gets:
- Q1: A tax summary letter + checklist
- Q2: A guardrails-based income plan using Income Lab
- Q3: A review of their wholistic financial plan including key areas such as beneficiary reviews, estate summaries, and protection planning
- Q4: A personalized year-end tax planning memo
“These value-adds keep us top of mind. Clients feel cared for. CPAs call us back. And it creates real differentiation.” – Eric Blake
It’s more than email automation. Every deliverable is personalized, and each one gets integrated into client review agendas.
This isn’t just about retention. It’s about creating a service experience that gets shared.
Try this:
Map out 4 core planning areas (e.g. taxes, RMDs, income planning, estate). Assign one per quarter. Set up 1–2 repeatable deliverables for each and include them in your client meetings.
3. Find the Hidden Growth in Your Existing Clients
One of the biggest takeaways from the Advisor Growth Summit came from Advisor Chris Abeyta, Co-Founder at Confidence Financial Partners. The Confidence Financial Partners team added $29M in new AUM, just from existing clients.
Most Advisors assume they have “all” of a client’s assets. But Chris challenges that assumption by regularly asking clients:
- “What do you have sitting in cash right now?”
- “Is there a 401(k) we haven’t integrated yet?”
- “Would you like a second opinion on that old annuity?”
Related: Asking Great Questions is a Superpower by Brendan Frazier
“It’s not about asking for the assets. It’s about making their plan more complete. The growth is a byproduct of that service.” – Chris Abeyta
Try this:
At your next review meeting, ask:
“What other assets or accounts should we integrate into your plan that we haven’t yet?”
You may be surprised at what’s sitting on the sidelines.
Let Your Knowledge Lead to Action
One of the biggest risks Advisors face today isn’t inaction. It’s learning without implementation.
That’s why RFG encourages every Advisor in the Advisor Growth Study Club to create an “Essential Action” after each session.
It’s simple:
What’s the one low-effort, high-impact move you’ll make this week?
Here are a few to consider:
- Audit your calendar to block “vision work” each week
- Draft a one-page “Q4 tax letter” for your top Clients
- Reach out to one Client to review their retirement class materials
- Schedule a 1:1 with RFG’s team to explore joining the Advisor Growth Study Club
Ready to Grow? Join the Advisors Building the RIA of the Future
You don’t have to hustle harder. You don’t need 10,000 LinkedIn followers. You need a system that works for you.
That’s what RFG Advisory delivers.
We are a platform for Advisors seeking to build something bigger than ourselves. We are built for Advisors who want to lead with purpose, serve with intention, and scale with heart.
If you’re ready to grow organically, intentionally, and strategically, let’s talk.
Explore the Advisor Growth Study Club → https://rfgadvisory.com/blog/?e-filter-4a26213-category=advisory-growth-study-club