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