Scaling Financial Advisors' AUM: The Alternative Path

Growing assets under management (“AUM”) has become harder and more expensive than ever for financial advisors… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each registered investment adviser (“RIA”) up for sale.

We generate a lot of interest from high-net-worth (“HNW”) individuals through our public charity’s educational initiatives and resources. They reach out to us looking for investment opportunities and advice—specifically, they want financial products that are demonstrably (quantitatively) better than what their current advisor offers.

We’re not in the retail advisory business and don’t want to be, so HNW prospects just ended up sitting in our CRM. Once we had too many to ignore, we began looking for the perfect RIA partner to serve these referrals…

Join Stephan Piscano and me on YouTube as we discuss how financial advisors can quickly gain thousands of HNW clients and triple the revenue from their existing client base by simply doing what is best for their clients.