Driving Sustainable Growth: Key Takeaways from the Boomer Circle Summit

By Heather Robinson 

Marketing Manager 

Boomer Consulting, Inc.

At this year’s Boomer Circle Summit, firm leaders explored the opportunities and challenges of driving sustainable growth in an increasingly competitive marketplace. Multiple sessions reinforced the idea that growth must be intentional, cultural and aligned with values. 

The organic growth imperative 

Jon Hubbard reminded firms that growth isn’t just the responsibility of partners or business development professionals; it’s a firmwide mindset. Building a growth culture means knowing your best-fit clients, leaning into transitions as opportunities to deepen relationships and prioritizing cross-selling in ways that feel natural and client-first. 

Firms that make growth a cultural priority, rather than simply a strategy, create more resilient client relationships and stronger revenue streams. 

Beyond metrics: Understanding and applying key behavioral indicators (KBIs) 

Erin McCormick, Jon Hubbard, Arianna Campbell and Marc Staut stressed the importance of measuring  results (KPIs) and the behaviors that drive them (KBIs). While KPIs track outcomes, KBIs highlight the actions that lead to success, like proactive outreach, responsiveness and collaborative client planning.

By aligning behaviors with desired outcomes, firms can create a clearer playbook for sustainable growth and adjust course before results decline.

Targeted marketing campaigns: Driving growth through tailored messaging 

Heather Robinson showed how data and personalization can transform marketing results. Most firms have the data they need to segment their audiences, but they don’t use it strategically. Tailored campaigns that speak to specific client needs and align with firmwide growth goals produce higher engagement and conversions.

Smarter segmentation and intentional messaging drive meaningful conversations that directly support firm growth objectives. 

Driving revenue without compromising values or culture 

Jim Boomer emphasized that real growth doesn’t come at the expense of values. Trust, integrity and cultural alignment remain non-negotiable for firms seeking sustainable success. Leaders should filter growth strategies through the lens of organizational values, with leaders modeling the behaviors they want to see and embedding culture into every client and employee interaction.

Growth, values and culture aren’t competing priorities. They’re mutually reinforcing pillars of a strong firm. 

These sessions at the Summit underscored that successful firms don’t chase growth at all costs. Instead, they build cultures that prioritize client-first thinking, measure the right behaviors, harness data for smarter decisions and stay true to their values. 

If your firm is ready to explore sustainable growth strategies that align with your vision, connect with a Boomer Solutions Advisor. Together, we can help you translate these Summit insights into actionable strategies for your future.