Download our Ideal Client Profile Workbook!

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Each year, Charles Schwab’s RIA Benchmarking Study examines the strategies behind the industry’s fastest-growing firms. The 2024 report, based on data from 1,300+ independent firms, highlights what’s working—and where firms should focus their efforts.

“We’re seeing that the firms who have a really firm grasp of who it is they want to be working with, who they serve best and what they do for those clients, are the ones that see the most outsized growth from all the firms that were interviewed,” says Rosemary Denney, CEO of Wealth Matters Consulting.

So what sets top firms apart? Rosemary and Carly Augeri, director of strategy and client experience, break down three standout factors in our latest video:

  1. A documented ideal client profile – Firms that clearly define who they serve are more effective in attracting and retaining the right clients.  Download our Ideal Client Profile Guide, a step-by-step workbook designed to help wealth advisors define their ideal clients.
  2. A clearly defined value proposition – Top firms generate 4.3% more assets from existing clients by consistently reinforcing their value.
  3. A content-driven marketing plan – Podcasting, email, and advertising are proving to be strong lead-generating tools when used strategically.

These firms aren’t guessing—they follow a structured approach to marketing and growth.

Watch our latest video as Rosemary and Carly take a closer look at these findings and share what they mean for your firm. If your firm hasn’t defined its Ideal Client Profile, our Ideal Client Profile Guide provides a step-by-step framework to help wealth advisors identify their ideal clients and refine their strategy for growth.

Ready to refine your approach? Contact us to build a marketing strategy that supports your firm’s growth in 2025 and beyond.