Digital Wealth News interviewed FMG Executive Chairman Mark Casady on why organic growth is reasserting itself as the defining growth strategy for advisory firms, even as M&A deal flow remains strong.
Casady’s view is that the economics of acquisition-led growth have become harder to sustain – there are only so many quality sellers, and competition for them has driven valuations up. The firms pulling ahead are those that have built consistent, relationship-driven engagement into their operations. The interview covers how AI earns its place in that model – not as a shortcut, but as what makes high-quality client engagement scalable across an entire advisor workforce.
