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Building AUM from Scratch

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Jan 28, 2017 2:27 am

Hey Leaders,

Guys I need help. I've been in financial services for 4 years. Mainly dealing with middle class clientele. I just started my own advisory firm and need to build up my AUM asap!

Not sure how to get started or how to get into conversations with HNW prospects that can generate growth.

I have a few scripts but how do I get leads or referrals that can get me into the market? Is there a website to purchase leads or a better way to build it?

How many calls a week do I make?

Should I try seminars? If so, what type of places do I pitch to?

I need structure. Someone with experience please help as I'm willing to do the Work necessary