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Feb 1, 2006 2:16 am

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

Feb 1, 2006 2:25 am

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?

Feb 1, 2006 2:27 am

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

Feb 1, 2006 2:31 am

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?

Feb 1, 2006 2:52 am

[quote=ezmoney]7.5 mil fee based, another 3 mill 1% trail, the rest fixed income and mutual funds.[/quote]

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.