Growth Without Marketing: Winning the Rollover Opportunity

What if your next wave of growth didn’t come from more marketing, but from doing more with the clients you already have?

According to Cerulli’s Advisor Metrics 2025, approximately 40% of new asset flows come from existing clients moving assets held elsewhere. In other words, a significant growth opportunity is already in your book.

Join us for a practical session focused on capturing rollover assets and uncovering held-away accounts using two proven approaches:

• Growth Without Marketing – leveraging existing client relationships to drive growth
• Rollover Focused Campaign in a Box – a simple, ready-to-use framework to turn opportunities into real conversations and action

This session is built to be actionable. We’ll cover:

• Where rollover opportunities are already sitting in your book
• How to identify and prioritize the right clients
• Outreach strategies that get responses
• Turning conversations into asset movement

If growth has started to feel like it requires more time, more content, or more complexity, this session offers a different approach.

* All times are listed in ET (Eastern) time zone

Registration Link: https://attendee.gotowebinar.com/register/3919818781242051424