Grow Your AUM
Advisors who already have a securities license should know the power of AUM when it comes to their own income and security.
Even so, there is a significant difference between gathering $2-$4 million in NEW AUM every year and $10+ million.
Because of the unique nature of Proven Marketing Strategy #1, seasoned advisors should be able to bring in $10 million or more in new AUM every year.
How is that possible?
Most advisors are offering investments that have a sizable amount of investment risk for their clients. There is nothing unique about this considering that most mutual funds, stocks, and the S&P 500 index all have a good amount of risk.
Most advisors hedge risk by creating a “balanced” portfolio.
The main problems, besides too much risk when using mutual funds and stocks and depressed returns when using a balanced portfolio for clients, is that it becomes very difficult to differentiate yourself from your competition (most advisors are pitching balanced portfolios with mutual funds, bonds, stocks, etc.).
How difficult do you think it would be to differentiate yourself from the competition if you could offer the following?
-Investment strategies with 70-90% less risk than the S&P 500 index with returns that have been historically similar to the S&P.
-Managers with audited track records of no down years over the last 15-23 years (depending on the manager).
-High net worth strategies that have similar or less risk than the S&P 500 but with an expected rate of return that are double the S&P.
The above are aspects of strategies offered by Proven Marketing Strategy #1.
Keep in mind that our firm only brings to the table “proven” strategies.
With Proven Marketing Strategy #1, we can state confidently that several seasoned securities licensed advisors are bringing in on average over $10 million in new money every year. While many of them are good advisors, what helps put them over the top are the unique low-risk investment strategies that help them destroy their competition.
What are you waiting for?
If you are ready to start using a one-of-a-kind AUM platform that will give you the best opportunity to bring in $10 million or more in AUM every year, then you need to contact our office now to learn more.