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July 14, 2025
Double or nothing,
Top strategies to double your business as a Financial Advisor in 2025?
The Top 7 Strategies to 2x Your Financial Advisory Business in 24 Months
You’re five years in. Past the rookie stage, tested by reality, and standing on the edge of your breakout. The foundation is built—but now it’s time to scale. Doubling your business in two years isn’t a dream. It can be a deliberate outcome if you follow the strategies of the top 1% and execute with obsession.
Here are the seven top-level strategies for doubling your business in the next 24 months:
- Build a Prospecting Machine, not a To-Do List
Goal: Generate predictable, weekly introductions to ideal prospects.
You need more than hope and hustle—you need a system. This means creating a referral engine with clients, COIs, and centers of trust. Ask strategically. Offer value before asking for anything. Automate follow-up. Build campaigns, not one-off calls. Track every name. Follow up like a closer.
Execution Plan:
- Identify 10 COIs and meet with them quarterly—come with value, not just a coffee.
- Launch a quarterly referral prompt built into your review meetings.
- Use LinkedIn Sales Navigator + AI to research and pre-qualify ideal prospects weekly.
When referrals become systematic, growth becomes exponential.
- Sharpen and Simplify Your Value Proposition
Goal: Convert more high-quality prospects with less resistance.
If you can’t explain what you do in 12 seconds or less in a way that makes someone say, “I need that”, you don’t have a value proposition; you have a resume. You must stand out, speak to emotion, and show the process behind your promise.
Execution Plan:
- Craft a 3-part “Why You, Why Now, Why This Process” pitch.
- Use one clean graphic to show how you deliver results—visually.
- Be a member of an industry association or club to create a common ground.
- A/B test it in prospect meetings and refine it until it's magnetic.
Clarity converts. Complexity confuses.
- Double Down on Client Experience to Unlock Warm Growth
Goal: Turn every client into a growth partner.
Your current clients are on the fastest growth path based on their experience: word-of-mouth, warm intros, and strategic credibility. But only if their experience is exceptional. Create surprise. Be proactive. Make it so good they can’t help but talk about you.
Execution Plan:
- Create a "100-day onboarding experience" that wows.
- Audit your client communication rhythm—double the touchpoints.
- Host one unforgettable client event in the next 12 months.
Deliver what others don’t even think about—and your clients will bring others in.
- Own Your Calendar Like a CEO, not a Sales Rep
Goal: Increase the volume and quality of growth-focused activity.
Your calendar is either a growth engine or a graveyard of missed opportunity. Audit your week. Carve out 10 hours weekly for pure growth: prospecting, planning, strategic thinking. Guard it ruthlessly. Busy is not the goal. Purposeful is.
Execution Plan:
- Schedule two “Power Prospecting Blocks” every week.
- Use Monday mornings for CEO-style planning. No meetings. Just strategy.
- Track activity weekly (Approaches, Contacts, Meetings Booked, Meetings Completed, Sales, Revenue, Referrals) in a visible, scorecard format. Tighten your ratios by adjusting your behaviour to do better.
If your calendar doesn’t reflect your ambition, neither will your results.
- Scale With Systems Before You Feel Ready
Goal: Run a practice that operates like a business, not a job.
Growth breaks what got you here. You need repeatable systems for onboarding, reviews, marketing, and follow-up. Don’t wait for perfection—document the process, improve it in motion, and delegate fast.
Execution Plan:
- Create a simple Standard Operating Procedure (SOP) for onboarding, reviews, referrals, and client updates.
- Use a CRM religiously—or switch to one that works for your flow.
- Hire or outsource before you're desperate. Admin work is a growth killer.
You can’t scale chaos. You scale systems: Client Acquisition, Investment Consulting, Client Service.
- Commit to One Killer Content Platform
Goal: Build a pipeline while you sleep through thought leadership.
You need to be seen as an authority, not just to clients but also to your broader market. Choose a single platform: LinkedIn, podcasting, email newsletters, or seminars. Then, dominate it with helpful, insightful, story-driven content that makes people lean in.
Execution Plan:
- Post 2x weekly on LinkedIn using client stories (anonymized), lessons learned, or FAQs.
- Repurpose your best insights into monthly email updates.
- Offer a signature webinar or seminar twice a year.
The advisors who teach become the advisors ’ clients’ trust.
- Join a Coaching Community That Forces You Higher
Goal: Surround yourself with people who won't let you stay average.
No elite athlete rises alone. Neither do elite advisors. Get in a room—physical or virtual—where the standards are high, the ideas are better, and the excuses are gone.
Execution Plan:
- Join a coaching program or mastermind with 7-figure advisors.
- Attend one high-level industry event per year.
- Find an accountability partner who challenges your goals weekly.
Environment dictates execution. Pick a place that forces you to do your best.
Final Word:
You don’t need to wait 10 years to build a top-tier practice. You need 2 years of strategic obsession.
So, how will you:
- Execute with intention?
- Lead with conviction?
- Deliver with precision?
And when you look back, it won’t feel like you doubled your business. It’ll feel like you became an entirely different kind of advisor who doesn’t feel like you came to work.
This is what we help advisors do every day. Thank you for reading!
To book an obligation appointment with Jeff to discuss practice management or coaching, click https://calendly.com/jeffthorsteinson/30-minute-q-a-explore-apm
Jeff Thorsteinson is a partner in Advisor Practice Management, an organisation that helps financial advisors build world-class practices through innovative concepts, tools, and systems. Jeff works with individual advisors, investment dealers, insurance firms, and fund companies. For more information about Advisor Practice Management, contact jeff@jeffthorsteinson.com or 1-800-223-9332, or visit the website at www.apm.coach
Would you like a copy of our Comprehensive Practice Management Checklist for financial advisors?
How About Your Goals for Your Practice in 2025?
While each financial advisor's practice may have a different approach, advisors need to understand where their practice needs help, and will they get the right help for the right part of their practice. What areas does your practice need help with?
Free Resources:
21 Page Technology Checklist to Become a Future-Ready Advisor
Fee Audit Checklist for Ideal Prospects
Updated Comprehensive PracticeManagement Guides
We are here to serve your practice, let’s talk
Contact us to help get clarity around your goals on paper, and have the goals conversation by contacting Jeff at jeff@jeffthorsteinson.com
Regardless if we work together, let’s have a chat and listen to your biggest practice management concerns to help you get clarity around your future business.
To book a NO obligation conversation with me to discuss practice management or coaching click the following link https://calendly.com/jeffthorsteinson/30-minute-q-a-explore-apm and let’s talk.
Jeff Thorsteinson, Grant Hicks and Advisor Practice Management's combined financial advisor clients manage over 8 billion AUM, and earn over $80 million dollars combined!
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