In this byline for Wealth Management, FMG Executive Chairman Mark Casady argues that the advisory firms best positioned for the next decade are those that have already committed to organic growth as a core operating discipline — not a secondary priority to M&A.
Drawing on his experience at LPL Financial and his current work at FMG and Vestigo Ventures, Casady makes the case that AI is accelerating the gap between firms that have built systematic growth engines and those still relying on referrals alone.
The piece outlines what that growth engine looks like in practice: consistent digital presence, compliant client communication, and marketing infrastructure that compounds over time.
