
How this Advisor Brought in 35M in 2022
In 2020, prior to his relationship with us, David’s annual average new AUM was 15M. These came primarily from client referrals. In May of 2021, we came on board to coach David and help him get his systems in place for expansion. By the end of 2021, his AUM had increased from his previous average of 15M to 29M in new assets. But that was really just the beginning of this journey.