For many advisory firms, organic growth is stagnating. AI lead-generation tools are a promising potential fix. While more than half of advisory firms grew less than 5% by adding new clients in 2023, roughly a fifth of the industry managed to achieve double-digit organic expansion, according to a recent report from The Ensemble Practice and BlackRock. This group of RIAs sets itself apart by having a growth strategy in place, said Robert Sofia, CEO of Snappy Kraken, adding that AI tools can be a valuable pa ...