The Core Survey

The 2025 Firm Growth Survey

Trust has become the new currency of the digital economy. Our findings show that 72% of clients are willing to pay a premium for radical transparency, yet fewer than one in five firms have updated their communication protocols to match this demand.
Based on interviews with over 800 decision-makers, this report outlines the modern "trust signals" that prospective clients look for before signing a contract. Discover why "clear is the new clever" when it comes to value proposition and pricing structures.
CTA: Read the full analysis to learn how to build a brand reputation that attracts high-value clients.

We surveyed 1,400 advisors and investors to uncover what’s really driving growth for top-performing firms and what clients value most in today’s market. Whether you’re focused on client retention, lead generation, or scaling your firm, these insights provide clarity to grow with confidence.