We know that consistent organic growth continues to be a top challenge for financial professionals, with 50% citing “sourcing new clients” as their primary obstacle, and 26% citing “building multi-generational client relationships” as their main hurdle.*

Seeking to help our independent advisors reach the next level of success and identify what behaviors and activities drive high growth practices, Osaic conducted an in-depth study** of 5,742 financial professionals affiliated with Osaic from 2020 to 2023. The study compared participants to a 60/40 market and also to their peers, dividing them into three core groups or cohorts: Growers, Neutral, and Decliners.