$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 alone”. He’s not into the fancy lunches either, his idea of lunch is a good burger and home fries. Although we can agree with his take on lunch, we’ve identified a series of tactics that he’s used to boost his growth, fortify an enviable profile and establishing himself as a go to resource to his peers.

In a recent discussion, he was enamored to be profiled here, but insisted on being anonymous, Dan requested that we use his first name only. He is a great proponent of the entrepreneurial spirit found among Advisors, and particularly his peers of elite Advisors. Through his journey, and more specifically, over the last few years, he has m…