AUM Acquisition is a Potent Formula for Explosive Growth

Exploiting the benefits of Mergers & Acquisitions to grow your Wealth Advisory Practice.

The Chairman’s Council | Master Advisor Series - 2

The top Advisors in the business often have an edge because they are shrewd entrepreneurs over and above being great Wealth Managers.  Growing assets under management (AUM) is not a simple task, notwithstanding this, there’s a handful of Super Advisors that have managed to create books of businesses in the $Billions. All while the vast majority of Advisors have AUM below $50 million and even much lower at some of the independent platforms.  Among the many techniques used to build huge books of AUM, Mergers and Acquisitions (M&A) must be considered as the most potent.

Buying a book of business or merging yours with another Advisor is not an easy task. That said, many of the Super Advisors have perfected the art of consolidating AUM.  The times are changing in the Wealth Management industry, and now more than ever it's crucial to have an edge.  There are many elements to the M&A game, and the opportunities to acquire AUM seems seldom for …