One AUM Acquisition Transaction or 10 Years of Marketing to Build Your Book

If given the choice between - (a) marketing & building a book of business over a period of 10 years or (b) zooming straight to a $100 million AUM in one year, the choice might seem clear. Almost every Advisor would choose the later, no questions asked, right!

Well actually, while it might seem like (a) should be obvious choice, in reality most Advisors …

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