Most RIAs grew on referrals and never had to get good at winning new clients. The fastest growers did. See exactly what they do that you don't, and get a 12-month plan to close the gap. Free, with the Advicer.bio connector.
0 to 100, graded A to F: how much of what the fastest-growing RIAs do, you do, across positioning, being found, proof, converting, follow-up and showing up.
Your growth against the typical firm, split into market growth, acquisitions, new advisors and organic, from Form ADV.
Every check side by side with the fastest growers and firms your size, biggest gaps first, and what your spend brings in.
Four quarters, three moves at a time: foundations, proof and follow-up, a content engine, then distribution, with Joe Moss's Ultimate Stack picks first.
Use it often? Download the marketing audit as a Claude Skill and add it in Settings → Capabilities → Skills.
It compares your firm with the fastest-growing RIAs on Organic Growers and firms their size: their websites and their Form ADV marketing answers, checked monthly. Claude sends Advicer.bio only your firm and your marketing vendors' names, never amounts or client details. Tool picks put Joe Moss's Ultimate Stack first, labeled as his. It's the second Growth Partner pillar, after the tech stack audit; a talent audit is next.