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AUM Acquisition is Your Ticket to Growth
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ACQUISITION ACCELERATOR

AUM Acquisition is Your Ticket to Growth

Acquisitions is clearly how Elite Advisors are growing. So why don't you acquire?

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Chairman's Council
May 02, 2024
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AUM Acquisition is Your Ticket to Growth
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In my mind, its clear, among the arsenal of techniques employed to amass vast AUM businesses, Mergers and Acquisitions(M&A) is the one that stands out as the most potent strategy. Yet, in reality the 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.

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