Growth Consulting for Wealth Management

The Growth Audit

Consistent | Stable | Visible

A structured diagnostic for independent wealth management firms and advisor teams. I benchmark your growth engine against peers in your AUM bracket, identify where growth is leaking, and build a 90-day roadmap to fix it.

Schedule an Intro Call

30 minutes. No prep required. No commitment.

About LWKM

Built on 30 Years Inside the Industry

Bill Shannon, MBA, CIMA®, CPWA®

I've spent my career inside wealth management firms. I've led advisor teams, managed P&Ls, run growth initiatives, and sat in the same seat you're sitting in now. LWKM exists because most growth advice for RIAs comes from people who've never actually done the work.

The Growth Audit is built on what I've learned working with advisors across firms managing $250M to $10B in client assets. It's a structured, benchmarked process that tells you exactly where your growth engine is strong, where it's leaking, and what to fix first.

30+
Years in Wealth Management
15
Years Leading Advisor Teams
Bill Shannon speaking at a wealth management industry conference
The Growth Audit

A Structured Diagnostic of Your Firm's Growth Engine

I score your firm across 10 growth dimensions, benchmark you against peers in your AUM range, quantify the revenue impact of each gap, and deliver a prioritized 90-day roadmap.

1

Intro Call

We talk about your firm, your growth goals, and whether the audit is a fit. No prep required.

30 minutes

2

The Audit

A deep intake session, targeted data collection, and my analysis. I do the heavy lifting. You answer questions honestly.

~2-3 hours of your time

3

Roadmap & Follow-Up

You receive a scored benchmark, gap analysis, and 90-day action plan. Plus two check-ins to track progress.

60-90 minute readout

Total time investment: roughly 5-6 hours over 12 weeks. About the same as two lunch meetings.

The 10 Growth Dimensions

Each dimension is scored 1-5 and benchmarked against firms in your AUM range. You'll see exactly where you stand and where the gaps are.

01Organic Growth Rate
06Revenue per Advisor
02New Client Acquisition Velocity
07Advisor Capacity Utilization
03Client Retention & Loyalty
08Growth Process Maturity
04Referral Engine Health
09Brand & Market Positioning
05Prospect Conversion Efficiency
10Growth Infrastructure

Scored 1-5: Critical Gap → Below Benchmark → At Benchmark → Above Benchmark → Competitive Advantage

What You Get

Audit Deliverables

Scored Benchmark

Your firm scored across all 10 growth dimensions and compared to peers in your AUM bracket. You'll know exactly where you stand.

Gap Analysis

Where prospects drop out of your funnel, where advisor time is misallocated, and the estimated revenue impact of each gap.

90-Day Roadmap

A prioritized action plan with quick wins for the first two weeks and phased priorities for the full quarter. Specific, actionable, sequenced.

The audit includes two follow-up check-ins at 30 and 60 days to track progress against the roadmap. Ongoing advisory support is available but never required. The audit stands on its own.

Who We Work With

Built for Independent Wealth Management Firms

RIAs, private banks, and advisory teams managing $250M to $10B in client assets

Firms that want a disciplined, measurable approach to organic growth

Leaders who value accountability and are ready to act on findings

Principals who know growth is possible but aren't sure what to prioritize first

I take on a limited number of audit engagements each quarter to ensure depth and focus.

Common Questions

"We don't have great data."

You don't need great data. Honest estimates and "we don't track that" are both useful inputs. The firms that benefit most from the audit are the ones that don't yet have clean growth metrics.

"I'm not sure we have time for this."

The total time investment is about 5-6 hours spread across 12 weeks. That's roughly 30 minutes per week.

"I already know what our problems are."

You might. In my experience, firm leaders are right about 1-2 of their issues and blind to 1-2 others. The scored self-assessment comparison is designed to surface exactly that.

Latest Thinking

From the Blog

May 2026  ·  Part 2 of 3

The Consistent | Stable | Visible Framework for Organic Growth

91% of RIAs show little to negative organic growth when market appreciation is excluded. The CONSISTENT | STABLE | VISIBLE framework defines organic growth through three client-experience properties: confidence in every interaction, relationship stability over time, and advisor accessibility when it matters most.

Read Part 2 →

May 2026  ·  Part 1 of 3

Why Organic Growth Is a Strong Predictor of RIA Valuation

Median RIA valuations reached 11.6x EBITDA in 2025. The spread between 9x and 15x depends largely on whether growth is organic and repeatable. The CONSISTENT | STABLE | VISIBLE framework is how firms build that capability before a buyer shows up.

Read Part 1 →
Get Started

Schedule an Intro Call

The first step is a 30-minute conversation. No prep, no commitment. I'll ask about your firm's growth goals and you'll ask about the audit. We'll decide together if it's a fit.