How Data Helps Advisors Achieve the Holy Grail of Organic Growth
Published 6th Nov 2025Advisors everywhere are repeating the two magic words: “organic growth.” Saying it is one thing; figuring out how to achieve it is another.
Powerlytics Chief Revenue Officer Matt Reed recently went on the Next Mile podcast, hosted by Kyle Van Pelt, CEO of Milemarker, to speak about how good data can unlock new levels of prospecting and growth for firms. Here are a few key takeaways from the conversation.
Using analytics to drive the right decisions
Most firms can tell a compelling story about their value proposition — the challenge is getting that message in front of the right people.
Say you’re a financial advisor looking to serve a particular client segment: young professionals with high salaries but who aren’t wealthy yet. With the Powerlytics platform — which uses public records to establish a database containing the income and assets of every U.S. consumer — that advisor could perform a search for any individuals with a $200,000 salary and fewer than $100,000 in assets in a given area.
The result? A list of genuine prospects — who are more likely to be receptive to outreach.
The Powerlytics difference
The Powerlytics platform is driven by publicly available tax data. The proprietary platform scrapes this mountain of data and transforms it into a tool that’s actionable, targeted, and designed to help drive better marketing.
Most importantly, it’s fully customizable. Advisors can develop prospecting lists based on several different variables, including asset size, income, age range, and location, as well as more granular categories like gender and charitable giving. When it comes to an organic growth campaign, Powerlytics gives advisors the answer to the all-important question of “Who?”
Why firms are pursuing organic growth
In today’s financial sector, much of the growth is coming via aggregators and M&A deals. That can be a way to grow in the short term, but it has its drawbacks. Though harder to achieve, organic growth is sticker — and much more sustainable.
As Reed and Van Pelt discussed on the podcast, the financial sector is already in a period of significant change with the arrival of the Great Wealth Transfer. New people are inheriting large sums of money for the first time, and many of them are turning to advisors for guidance.
The firms that succeed will be the ones that leverage all of the tools at their disposal to make sure their marketing strategies actually reach these new segments. That’s what Powerlytics is designed to achieve.
To hear the full conversation, listen to the full podcast here
