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 most successful Advisors today pursue growth through mergers, acquisitions, divestitures and alliances.

The Chairman’s Council Advisor is an elite professional who has successfully moved ahead of thousands in their field. Amongst the Top 1-5% of Investment Executives. Members of this exclusive club have earned the right to exploit certain key opportunities and anomalies that thousands of other financial advisors fail to fully grasp.

There are key distinctions in the way these Advisors scale when compared to all other groups of financial advisors. While others spend their days prospecting for new clients, hosting marketing seminars, lunch events, networking etc., the elite Advisor is focused on deals. In the form of mergers and acquisitions, strategic alliances, business spinoffs to unlock val…