Advisor Insights

Advisor Insights

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Mar 20, 2025

Mar 20, 2025

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2 min

2 min

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Financial Advisor Organic Growth for a New Era: “Future Proof” Notes

As the industry faces an $84 trillion wealth transfer, advisors are rethinking what true organic growth means in a technology-driven era. The conversations at Future Proof revealed one clear theme—connection and alignment now define success more than scale alone.

IN THE NEWS
ADVISOR INSIGHTS
IN THE NEWS
ADVISOR INSIGHTS
IN THE NEWS
ADVISOR INSIGHTS
Julian Franky and Matt Hartmann
Julian Franky and Matt Hartmann
Julian Franky and Matt Hartmann

Table of contents

Hello Advisors -- let's discuss strategies for financial advisor organic growth and how it shapes your future.

We've heard it enough times: "the future belongs to advisors who use technology, grow organically, and support clients across generations." For today's time-starved RIA, however, this is easier said than done, especially in terms of facilitating organic growth.

Conferences like Future Proof matter because they signal if you are on the right track or falling behind. Picture this: thousands of wealth management professionals gathered to discuss one central challenge. They aim to grow and serve clients as $84 trillion in wealth transfers between generations. They also strive for organic growth in financial advising.

Our team (Satayan, Hilary, Carmen, and Julian) had countless conversations with advisors who are finding that traditional lead generation just doesn't cut it anymore. The next generation of clients isn't responding to the old playbook. This is why embracing organic growth becomes crucial for financial advisors.

Here’s what we heard:

  • Organic growth is more than a buzzword – it is a sustainable way to grow an advisory business beyond the limits of local geography and personal network. This approach enhances the organic growth for financial advisors.

  • For RIAs, scale unlocks the business. Scale means gaining higher returns without an equal increase in their workload, benefiting their organic growth strategy.

  • Young inheritors and emerging wealth don't want to be "matched" with just any advisor. Rather, they demand alignment with someone who truly gets their unique situation. They've grown up with algorithms that understand their preferences, and they expect nothing less from financial guidance.

One RIA put it perfectly: "Technology won't take your job, but the advisor who uses it to truly understand the next generation will absolutely take your clients." That's exactly why we built a technology solution to serve both the overwhelmed consumer and the purpose-driven advisor. The focus is on organic growth for financial advisors. For us, it's all about connection.

If you're ready to position your practice for the greatest wealth transfer in history, reach out to our team at advisors@datalignadvisory.com. Financial advisors seeking organic growth can also visit our Advisors Insights page here.

From our workspace to yours, 

the datalign team @ one kendall square

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Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.