5 Growth Moves That Help Advisory Firms Work Smarter and Scale Faster

The fastest growing advisory firms are not just marketing better. They are operating better. They know how to keep client experiences consistent while making internal workflows more efficient and scalable.

There are likely several factors at play, but insights from a study issued by Capital Group might get you thinking about growth strategies. The company found that 43 percent of fast-growing firms said they are adept at branding, marketing, prospecting, and bringing in referrals.

Growth is not just about getting new leads. It is about making your business easier to manage and easier to grow. This starts with clear visibility into tasks, streamlined client onboarding, and systems that support your team as you scale. Whether you are a solo advisor or managing a team, the right processes can make a measurable difference.

Here are five proven ways to unlock growth in 2025 and beyond.

1. Strengthen Your Digital Presence

Clients are online and your business should be too. Your website should not just list services. It should create a digital experience that feels like an extension of your office. Your online presence sets the tone for how tech forward and client friendly your firm is. With a user base of 250 million people in the United States, LinkedIn is a great way to build and connect with your network.

Build trust and authority with a clear "About" page, current content, and visible credentials. Optimize your website for mobile and search engines. Make it easy for prospects to find answers to their questions and take the next step.

This is your digital first impression. Make it count.

2. Simplify Client Communication and Follow Ups

Consistent communication builds trust. When client follow-ups are random or reactive, it erodes the confidence people have in your process.

The key is structure. Build communication checkpoints into your client journey. For example, create a follow-up sequence after onboarding or automate reminders for annual reviews. Internal checklists and prompts help the entire team stay in sync and prevent missed touch points.

Efficient communication is not just about speed. It is about consistency and clarity across your entire client base.

3. Leverage Relationships to Fuel Referrals

One of the most powerful ways to grow is through the clients and professionals who already trust you. Relationships with accountants, attorneys or business consultants can be an ongoing source of referrals. But that trust only grows when your processes are strong.

When these professionals know your firm follows through, stays organized and keeps their clients well informed, they are more likely to refer again. Strong systems make you look sharp and keep the experience positive from start to finish.

The same goes for client referrals. Recent changes in the SEC's Marketing Rule for Investment Advisers mean you can post testimonials and reviews on your websites, given you’ve done the due diligence. Happy clients talk. Make sure you have a simple way to ask for testimonials or referrals at the right time.

4. Offer Educational Content That Builds Authority

Educational content builds connection and credibility. When you teach, you are not just promoting services. You are showing how you think and how you can help.

This can look like a monthly newsletter, short videos or webinars on specific financial topics. Share updates on market trends, explain common mistakes or answer frequent questions. Think about the topics that matter to your personas and build from there.

The more you educate, the more you demonstrate that you are a partner, not just a provider.

5. Build Workflows That Improve Efficiency and Capacity

Growth creates complexity. Without the right systems, it becomes hard to keep up. This is where well built workflows come in. When tasks are assigned clearly and nothing gets missed, your team can take on more without burning out.

Think beyond your CRM. Many firms find that CRM workflows are too clunky for daily use. You need processes that are easy to follow, easy to adjust and easy to scale. Look for solutions that offer visibility into your operations so you can spot bottlenecks early and create more space for client service.

The best workflows are not just efficient. They are aligned with how your team actually works.

Make Room for Growth with Hubly

Hubly helps advisory firms streamline operations and create clarity across their teams. With more than 100 prebuilt workflows, built in automations and easy customization, Hubly gives you everything you need to scale with confidence.

See your team's priorities clearly. Keep every task on track. Make your workflows feel like they were built just for your firm.

Bonus: if you switch CRMs, your workflows move with you. No rebuilding required.

Start your free 30-day trial of Hubly today and see how better workflows can drive better growth.