Wealth Management & RIA Aggregators · REVENUE
Organic Growth Program.
Net new assets run as a managed process: defined client segments, referral and center-of-influence programs, and well-timed conversations with existing households, with marketing built to clear compliance review the first time.
The problem this solves
- Asset growth driven by markets and acquisitions rather than new households
- Referral and center-of-influence relationships left to individual advisors
- Campaigns stalled in compliance review over substantiation and disclosures
What we measure
- Net new assets and organic growth rate
- New households per advisor
- Referral and introduction conversion to funded accounts
- Marketing review cycle time
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Segments and value propositions
Ideal client personas and value propositions by segment, built from the platform's own data on which households grow, stay and refer, then carried into advisor messaging and marketing.
02
Referral and center-of-influence program
CPA, attorney and business-owner relationships worked on a cadence, with every introduction tracked from first conversation to funded account.
03
Signals on existing households
Rollovers, liquidity events, assets held away and relationships with clients' heirs surfaced from CRM and custodial data and routed to the right advisor with context. The advisor decides what, if anything, to recommend.
The market context, in published numbers
27%
year-over-year increase in RIA M&A deal volume in 2025, a record year and the fastest annual acceleration of transaction activity since 2021, with the buyer universe expanding on renewed sponsor confidence and platform investments
ECHELON Partners, 2025 RIA M&A Deal Report (ECHELON press release) (2026)
37.4%
of US financial advisors, holding 41.4% of industry assets, are expected to retire over the next decade
90,000–110,000
projected shortfall of financial advisors in US wealth management by 2034 at current productivity levels, equal to 30 to 37 percent of current headcount
McKinsey & Company, “The looming advisor shortage in US wealth management” (2025)
24% vs 17%
share of working time that top-performing financial advisors spend in client meetings, compared with typical peers (Kitces Research Advisor Productivity study, survey data gathered in 2024, published September 2025)
Kitces Research, “The 4 Key Drivers of Advisor Productivity” (Kitces.com) (2025)
87%
more new clients added in 2025 by RIAs with an ideal client persona, a client value proposition and a written marketing plan, compared with other firms (self-reported data from Schwab-custodied firms)
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Capabilities
What the Commercial Growth program covers.
Pricing and margin analytics
Price waterfalls and discount, rebate and mix analysis by customer, product and seller, with escalation and pass-through terms for raw-material, ingredient and freight swings.
Quote, RFP and proposal acceleration
Quote and proposal workflows redesigned, with first drafts assembled automatically from approved content, technical data and pricing guardrails.
Segmentation and coverage
Accounts, distributors, referral sources and prospects segmented by value and potential, with coverage models matched to what each segment is worth.
Inquiry response and qualification
Web, phone, referral and portal inquiries answered quickly, scored against your criteria and routed to the right seller or advisor with context attached.
Targeted demand generation
Outbound, content and search programs aimed at defined segments and buying committees, including visibility when buyers ask AI assistants, measured by qualified pipeline rather than activity.
Cross-sell and retention signals
Early flags on expansion potential and attrition risk from purchasing, service and account data, with a suggested next step for the relationship owner.
Commercial operating rhythm
Pipeline reviews, forecast calls and dashboards on a weekly cadence, built on CRM data your team no longer has to maintain by hand.
Also in the Wealth Management & RIA Aggregators program
VALUE CAPTURE
Acquired-Firm & Advisor Transition Program
A repeatable playbook that moves each acquired firm, or each advisor team a broker-dealer recruits, onto the platform's custodial, CRM, data and service standards, keeps advisors and households through the transition, and delivers the synergies in the deal model or the recruiting case.
MARGIN
Advisor Capacity & Service Operations
More of every advisor's week spent with clients, a lower cost to serve each household and, at broker-dealers, a lower supervision cost per rep, by redesigning preparation, service requests, money movement and supervisory review around the advisor.
Next step
Size this opportunity in your own numbers.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.