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Claim your firm pageYou're here
Link to it from your website and it helps your search results; we send the traffic we get your way.
Sign in with your work email and claim the page. Two minutes.
Ten steps to TNT your organic growth: tech, niche and talent. 1 of 10 done. You're here: Claim your firm page. · Organic Growth Score 80
Link to it from your website and it helps your search results; we send the traffic we get your way.
Sign in with your work email and claim the page. Two minutes.
Fees, how you work, logo and a line about you: the basics every later step builds on.
Fill in what's missing until your page grade is a B or better.
Page grade: C
Honest reviews from firms like yours are how advisors cut through the noise. Three minutes, all on one page.
Star the tools on your stack; a sentence each is plenty.
0 of 3 reviewed
Your stage, your likely constraint, what breaks next at your pace, the peers worth learning from, and the questions to test it with your team.
Tech supports your advisors; it doesn't lead. Listing it shows you what firms like yours run and where you overlap.
5 of 5 tools
Every advisor's page is another way in, for clients and for the advisors who'll want to join you.
Send your advisors the claim link; each one takes two minutes.
1 of 30 advisors
Joe mails it to you.
"For the right people." Who do you serve best, in a sentence a client would say about themselves?
Write it here, then put the same words on your homepage.
"What could you stick with for a long time? Then do that." (James Conole, Root Financial.) YouTube, a podcast, writing, referrals: there's no one right answer.
Pick one and how often. We'll track the cadence with you.
For your website, linking to your score: proof you're growing on purpose.
"What's the one thing such that by doing it everything else becomes easier or irrelevant?" Usually it's people: the best firms are the ones great people want to join.
Pick the constraint you think it is, then confirm it with your team this week.
"There's nothing sophisticated about our goals. We've taken the time to define them." One objective for the year, one key result for the quarter.
Write both. Not AUM: AUM is the rear-view scorecard.
This is the process: the same three questions every Monday. What are the three things that move your goal this week? Did they happen? What did you learn?
Each week, write your top three and check them off. Two of three counts.
0 of 4 weeks in a row
Your constraint, your engine, your next quarter.
Your stage, your likely constraint, what breaks next at your pace, the peers worth learning from, and the questions to test it with your team.
Unlocks at step 3.
Joe mails it to you.
Unlocks at step 5.
For your website, linking to your score: proof you're growing on purpose.
Unlocks at step 7.
Your constraint, your engine, your next quarter.
Unlocks at step 10.
Each prize unlocks when you finish its step.