The M&A headlines are loud, but the real organic growth in 2025 is being decided right now in the trenches. Host Jordan Christa and Jim Atkinson, Managing Partner and Head of M&A at Avidian Wealth Solutions, pull back the curtain on the four forces actually reshaping advisory firms today:

• The advisor workforce is shrinking fast — 100,000+ expected to retire this decade — and firms aren’t just replacing bodies, they’re reinventing roles around emotional intelligence + tech fluency
• AI isn’t a shiny object anymore; it’s becoming table-stakes for compliance, onboarding, and freeing advisors to do higher-value work (some firms are already 50% more efficient)
• Clients no longer want “portfolio updates” — they’re demanding true holistic planning and what many now call “financial therapy” (and they’ll leave if it feels like box-checking)
• SEC compliance, cyber rules, and third-party oversight are intensifying — turning compliance from a cost center into a make-or-break growth bottleneck (especially for smaller firms)

If you’re an RIA owner, advisor, or leadership team member wondering how to protect and accelerate organic growth in this new reality, this episode is your roadmap.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.