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Take Control of More of Your Client's Wealth.

The Gift and the Curse of the Pandemic

the Second Best Way to Grow AUM

The Gap Between Intention and Execution

The Fantasy Cycle

Be the Advisor Your Clients Need to Simplify their Lives.

Only One in Ten Advisors actually Pre-Plan their Succession, this Complacency leads to No Exit Value.

Mastering the Sweet Spot of AUM Acquisitions

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

Money In Motion

Firms are Shifting their Business Models, and Advisors Can Exploit this to Grow AUM

Stop Languishing. Don't Pivot. Grow!

Pandemic has Altered Investors Mindset - Are you a Group A or Group B Advisor

Creating a Team of Associate Advisors to Drive Growth

Failure to Follow Through

Avoid High Minimums. Target a Niche Instead!

High Quality AUM is Never Advertised For Sale

Individuals Who Scale Without Permission

What Do Your Clients Pay You To Do For Them?

AUM Acquisitions will lead to 20% of Advisors Controlling 80% of AUM

"The Great Arb" in Wealth Management.

Massive Growth in Stealth Mode

90% of New Advisors Fail

5% Good Advisors | 90% Salespeople

The Advisory Model that's Most Scalable

How much $ Do You lose to a Production Grid

Never jump out of a plane without a parachute

AUM Carve-Out Strategy, A BIG DEAL

Case Study - A $400 million AUM Acquisition

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