AUM Acquisition is Your Ticket

Acquisitions is clearly how MVP's are growing. So why don't you acquire?

In my mind, its clear, among the arsenal of techniques employed to amass vast AUM, mergers and acquisitions (M&A) is the one that stands out as the most potent strategy. Yet, the reality is that a vast majority of Advisors struggle to understand the power of M&A as a growth mechanism, and many will spend a career envying their colleagues that are powering ahead of the pack.

The most astute advisors in the industry possess a dual skill set, excelling not only in wealth management but also in entrepreneurial prowess. Building substantial assets under management (AUM) is a formidable challenge, yet only a select few super advisors have mastered this art, boasting books of business in the billions. Meanwhile, the majority of advisors in the industry struggle to surpass AUM thresholds of $50 million, or even less at independent firms.

Acquiring or …