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Jan 31, 2006 9:16 pm

almost 4 years in with 25 mil aum, making decent money. However; where is the big pay day?

Jan 31, 2006 9:25 pm

What are you doing?


Any managed money or recurring revenue?


Are you targeting any new markets or are you getting a narrower focus and touting yourself as a specialist?

Jan 31, 2006 9:27 pm

7.5 mil fee based, another 3 mill 1% trail, the rest fixed income and mutual funds.

Jan 31, 2006 9:31 pm

Marketing.


How do you market yourself?  Are you perceived as a specialist or are you a generalist?


Do you have any idea how many clients you have?


How many "ideal" clients do you have?

Jan 31, 2006 9:52 pm
ezmoney:

7.5 mil fee based, another 3 mill 1% trail, the rest fixed income and mutual funds.


Depending on how much is in fixed income and MF that isnt a bad mix. You are in the same boat I am in as I rebuild my book, just keep adding to these managed assets and one Januar first you will wake up with your first $25 million in true managed accounts and know you will have a good year no matter what.