$45mil to $500 mil AUM in just 3 Years.

How one Advisor established a $500 million AUM book in 3 years by using a focused acquisition approach.

The Chairman’s Council |  Strategy Playbook

In this Case Study we profile Dan, an Advisor with a bank owned Broker Dealer. In a span of just three years he successfully transformed his practice from $45 million of AUM to over $500 million.

According to Dan, his success can be attributed to his life’s commitment to having lunch everyday and never eating a…

This post is for paying subscribers