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Report Organic growth for financial advice firms: A practical guide

  • 14 July 2025
  • 45 CPD mins
  • Aegon Content Team

Achieving organic growth

Organic growth isn’t the easy route, but it is the most rewarding. It puts you in control of your business’s direction, deepens your client relationships, and creates long-term value that can’t be bought. 

In our new report, we've partnered with NextWealth to explore how financial advice firms can support more clients to achieve their financial goals by unlocking organic growth potential..

Learning objectives

  • Understand the difference between the three different types of business growth
  • Be able to identify the opportunities and pitfalls when planning for strategic organic growth
  • Be able to prepare and implement a strategic organic growth plan for your firm.

 

 

Read the Organic Growth For Financial Advice Firms report

After reading the report, return to this page and complete the questions below to download your CPD certificate.

The research referred to on this page was collected by NextWealth in March 2025, using an online survey of 200 financial advice professionals from across the UK, and in-depth interviews with 11 financial advice firms. 

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Test your knowledge

Once you’ve read the report enter your name and correctly answer the questions below to generate your CPD certificate. 

Question 1: What percentage of financial advice firms are working with more firms than the previous year?
Question 2: What is the top growth enabler identified by firms?
Question 3: Which channel do advisers say is the most productive for client referrals?
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Continuous Professional Development

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Certificate of completion

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CPD credit: 45 CPD mins

The User

Once you’ve read our Second 50 report enter your name and correctly answer the questions below to generate your CPD certificate.

Planning for your pension

  • Completed on: 20 July 2023
  • CPD credit: 45 CPD mins

CPD Learning covered

  • Understand the difference between the three different types of business growth
  • Be able to identify the opportunities and pitfalls when planning for strategic organic growth
  • Be able to prepare and implement a strategic organic growth plan for your firm.

 

 

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