The Chairman's Council

The Chairman's Council

Share this post

The Chairman's Council
The Chairman's Council
Rotational AUM, the Flywheel of Elite Wealth Advisors vs. the Firm
Copy link
Facebook
Email
Notes
More
WEALTH ADVISOR FLYWHEEL

Rotational AUM, the Flywheel of Elite Wealth Advisors vs. the Firm

In Wealth Management, there are two flywheels you need to know well - How the firm makes money and how the Advisor makes money!

Chairman's Council's avatar
Chairman's Council
Dec 27, 2020
∙ Paid
1

Share this post

The Chairman's Council
The Chairman's Council
Rotational AUM, the Flywheel of Elite Wealth Advisors vs. the Firm
Copy link
Facebook
Email
Notes
More
Share

The Chairman’s Council | Strategy Playbook

Keep reading with a 7-day free trial

Subscribe to The Chairman's Council to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 The Chairman's Council
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More