AUM GROWTH STRATEGIES FOR FINANCIAL ADVISORS

Are you a Growth Focused FA?

Most FAs we speak to say they want to grow, but aren't investing the appropriate resources to generate consistent growth.

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Traits of the Growth Focused FA

✔︎ They understand the difference of owning a business vs. having a job.

✔︎ They have a well thought out business development plan.

✔︎ They invest the appropriate time and/or money to execute the plan.​

✔︎ They understand the lifetime value of a client.

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You can grow too, despite the challenge of juggling a book of clients and consistently prospecting at the same time...How? The Streamlined Advisor.

THE STREAMLINED ADVISOR

The Streamlined Advisor, Craig Scott, has over 20 years of experience as a successful Financial Advisor at Merrill Lynch and Morgan Stanley. He also owned RIA practice before selling his book to his partners.

Craig knows how hard it is to consistently grow a book while managing a book by yourself. He's here to help you grow/manage your practice with strategies that work, excite you, and differentiate you from the sea of other advisors.

If you're ready to build a referable practice for consistent AUM growth, book a complimentary strategy session.