How Younger Advisers Are Driving Organic Growth: Practical Marketing Strategies for Financial Planning Firms

New research reveals younger financial advisers aren’t just the future of the profession—they’re driving measurable client acquisition and revenue growth today. Here’s how firms can turn this insight into actionable marketing campaigns that attract clients and differentiate their brand.

The Business Case: What the Data Actually Shows

Recent research from NextWealth and Aegon provides concrete evidence that younger advisers generate significantly more revenue from new clients. According to the Organic Growth for Financial Advice Firms report, advisers aged under 45 generated 22% of their personal revenue from new clients in the past year—compared to just 17% for advisers aged 45-54, 14% for those aged 55-64, and 16% for advisers over 65.