Are you a Niche Focused FA?
Most FAs we speak to have no defined niche.
This makes it difficult to consistently increase AUM.
Benefits of a Niche Focused FA
✔︎ Get more Client Introductions
✔︎ Get more COI Introductions
✔︎ More Effective Prospecting Campaigns that produce consistent AUM
We understand the challenge of juggling a book of clients and finding the time to focus on prospecting.
That is why we do the Prospecting for you.
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.