Success Strategies: Your 2027 Growth Plan 

What needs to be in place to drive organic growth next year

Date: Oct. 28, 2026 | Time: 4:00 PM ET

Growing an advisory practice is getting harder to predict. Advisors are revising expectations downward, clients are more cautious than they’ve been in years, and the referral flow that carried a lot of firms through the last decade doesn’t arrive on a schedule you can plan around.

What does work is a client acquisition system — a repeatable way to find the right families, get in front of them, and turn that into appointments on a calendar you control. Built properly, it produces a predictable number of qualified clients every year, and it gets more efficient the longer you run it.

Carrie Roso and Andrew Hinkle work through what that takes, in a conversation built around four questions. No pitch deck, no theory — just what twenty-five years of running educational events for advisors says about where next year’s clients actually come from, and what to decide now so January is execution instead of planning.

What You'll Learn

✓  What a client acquisition system actually consists of, and why consistency beats intensity 

✓  How to think about a year of marketing instead of a series of events 

✓  Why the quality of a room matters more than the size of it 

✓  How to tell whether your marketing is working before the results show up 

✓  Where to start if you want next year to look different