The AI prospecting startup expands beyond individual advisors, targeting centralized marketing groups at firms with large home offices.

With 86% of Gen Z and millennial investors now using AI regularly, advisors explain what the shift means for advice — and where AI dangerously falls short

During a recent webinar titled Finding Your Niche: Growing Organically by Serving Clients You’re Passionate About, I was part of a panel of female industry leaders who explored a topic that continues to gain momentum across wealth management: why some of the most sustainable advisory firm growth today is coming not from trying to serve everyone, but from building businesses around clarity of purpose.

Summary: Clients seldom make decisions based on numbers alone. Instead, they follow plans that reflect their dreams and values. When you uncover a client’s underlying motivation, you turn abstract targets into goals they care about and will likely pursue. Experts in behavioral finance have found that people tend to save more when goals are tied to their ethos.

Summary: Of the hundreds of advisor transitions I've seen play out over four decades, the ones that win are almost never the highest bidders; they're the ones that the seller already trusted.

Long-term success depends on intentional, proactive planning, not just talent or market conditions. Firms that thrive for decades operate on systems and processes built to function beyond any single advisor.