Massive Growth in Stealth Mode

Part 3 - The Art of AUM Monetization and Acquisitions.

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Part 3 - The Art of AUM Monetization and Acquisitions.

Working Remotely is like having your Own Sub-Branch. Top Advisors see this as a boon, some have experienced massive growth in their practice and others have pursued major transitional transactions.

There’s a certain cache that comes with having an independent branch office, your own boardroom, your own staff and non of the noise of being a part of a bigger branch. Achieving a sub-branch as an Advisor, tells the world that you are a big deal. Certain Advisors view this as having an incredible strategic advantage, being able to differentiate in a big way, while being perceived by potential new clients as a top performing Advisor.

How much AUM do you need to pursue a sub-branch model would depend on the platform you’re affiliated with. However, in the current environment as Advisors work remotely from their homes, every Advisor is experiencing the benefits of the sub-branch like environment. While this may not be as obvious, …