Becky Lightman

How does a financial advisory firm grow? While many firms focus on acquiring other firms, during the four years since we launched our own business, we have grown quite a bit organically. It's friends, family, and our loyal clients that have made the difference. And it happens slowly-- brick by brick, client by client, meeting by meeting. Perseverance, ability to take rejection, and pure grit are part of the equation! And, as I always say, showing up-- even on those days you don't feel like it-- matters.

Thanks to Financial Advisor Magazine for featuring Lightman Capital in its article on organic growth this month!

The Organic Growth Paradox The demand for advice is there. Why are so few advisors adding more new clients?