By Stef Dolan on February 7, 2025February 7, 2025 Great Valley Advisor Group’s Kate Quinn, Business Strategy and Advisor Development, and Phil Regan, Business Development, recently attended Catchlight’s Growth Day at Fidelity headquarters in Boston, MA. The workshop brought together advisory marketing leaders and their teams to discuss strategies for organic growth. The day featured insightful presentations from Fidelity researchers, collaborative group discussions, and hands-on sessions that sparked idea sharing and actionable strategies. Key takeaways from the workshop included: Lead Conversion Strategies: We explored areas to enhance lead conversion processes, including segmentation strategies and the importance of tracking tools to improve efficiency. Technology Integration: Discussions emphasized optimizing Salesforce usage and integration while implementing data grooming techniques to streamline operations. Growth-Driven Initiatives: Identified and discussed alternative areas to support growth such as mentorship program, enhancing referral programs, and additional marketing focus on GVA’s three distinct affiliation paths. We also outlined strategies to better define our succession planning and M&A processes. GVA’s takeaways from this workshop are parallel to our goal of aligning technology, marketing, and strategic initiatives to support both advisor and client growth. It was an incredible opportunity to collaborate, share insights, and expand our vision for the future. We thank Fidelity and Catchlight for including us; we look forward to future workshops and learning opportunities! Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.