Financial advisors expect their managed assets to grow by 7.2% over one year and by annualized growth of 17.2% over the next three years, driven mostly by new and existing clients, according to a recent survey.
In the U.S., surveyed advisors said they expect their managed assets to grow by 7.2% over one year and by annualized growth of 17.2% over the next three years. They expect the primary driver to come from new and existing clients. Market returns are cited at the top of the list by 55%.
Those who say they successfully retain clients and expand those relationships point to regular communication as the top reason for their success, followed by getting to know clients on a personal level and building relationships with clients' families .One way to reach other family members is to offer to help their children, Goodsell said. For example, college graduates could probably use some help, he said.
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