Five levers. One seat.
Live projected KPI lift.
Every gap surfaced in the Current-State and Peer-Benchmarking appendices resolves to one of five operating levers. Move each slider to see how the Chief Growth Officer seat converts activation into measurable enterprise KPI lift — AUM, organic growth, advisor retention, client NPS, and at-risk-book capture. Coefficients are calibrated against publicly disclosed peer moves, Wells Fargo FiNet benchmarks, and my prior scaled results.
$20B AUM base · +$1.5B over 3 years at full activation
Today: ~80 bps (8% of growth) · Industry norm: 200–400 bps of AUM
Losing 1 senior advisor ≈ 4× annual comp · Every point ≈ $85M preserved AUM
94% of high-trust clients refer · Mobile stack drives >50% of NPS variance
Today: no firm-wide protocol · Peer benchmark: 60–75% capture on protocol
Set each lever to a realistic year-two activation.
Defaults reflect TSG's current state. Full activation (100) reflects what a dedicated CGO can credibly deliver by end of year two.
Firm-wide organic growth operating system: prospecting cadence, referral triggers, local SEO, content engine.
% of the 8 sub-brands aligned to a unified visual system and endorsed-brand architecture.
% of advisors + clients actively using the WF Advisor Gateway stack — eMoney, Aladdin, Salesforce, Black Diamond, mobile.
% of at-risk books retained via documented succession protocol, next-gen quarterbacks, and internal buyout financing.
Formal intern-to-advisor ladder, named growth paths, quarterly advisor eNPS, burnout mitigation.
The FiNet pillar isn't a slider — its value shows up inside the other four levers over time, through earlier program access and direct roadmap input.
Where the movement comes from.
Each row shows how a single lever contributes to each KPI at the current slider setting. Widths are normalized against the maximum possible contribution across all five levers.
| Lever | $M | bps | pts | pts | % |
|---|---|---|---|---|---|
Pillar I · Organic Growth & Brand Marketing Engine Set to 15 | $0.07B | +11 bps | +0.3 pts | +0 pts | 1% |
Pillar I · Organic Growth & Brand Brand Cohesion Set to 20% | $0.05B | +4 bps | +0.6 pts | +1 pts | 2% |
Pillar II · Digital Transformation Digital Adoption Set to 40% | $0.15B | +22 bps | +1.6 pts | +9 pts | 4% |
Pillar III · Succession & Continuity Succession Capture Rate Set to 35% | $0.22B | +14 bps | +2.1 pts | +1 pts | 19% |
Pillar IV · Talent & Advisor Development Culture & Advisor Well-Being Set to 30 | $0.05B | +5 bps | +2.7 pts | +2 pts | 4% |
Coefficients are calibrated against: (1) publicly disclosed AUM growth curves for Steward Partners, Sanctuary Wealth, and Merritt Point; (2) Wells Fargo FiNet Advisor Gateway adoption benchmarks; (3) prior scaled results driving 95%+ adoption of BlackRock Aladdin, Vestmark, and Salesforce; and (4) industry norms of 2–4% organic growth for wealth firms of TSG's size. Figures are directional planning estimates for private discussion — not a forecast or a commitment.