The Art of AUM Monetization and Acquisitions

The longer term objective of every Advisor is to create a massive book of business that will allow them to harvest predictable revenues far into the future, this is the Dealmaker's Playbook.

The Chairman’s Council |  Strategy Playbook

Dealmakers Playbook - the Intro

Acquisitions offer incomparable prospects for rapid growth, dramatic transformations and scalable capabilities. Some of the m…