Prospecting to Produce Introductions
Similar programs attempt to grow advisor AUM digitally, but always fail, as they rely on cookie-cutter tactics which treat every client the same. Over time, FA's can become reliant on their mass-produced, low quality leads as they adopt a quantity-over-quality business model.
Our AUM Accelerator program is designed to be replaced.
Rather than relying on a long-term, pay-for-play lead machine, we get you recognized as the expert for a specific niche. Once you're established, we train you how to grow organically without our help.
You'll never have to pay for leads again.
Streamlined
Advisor
Customized material for every niche
Niche focused targeting
Become "Go To" FA of your Niche
In the end, the underlying methods used in the AUM Accelerator program are as old as Financial Advising itself. They've been modernized for the digital world, but we'll do the heavy lifting.
Cut through the noise. Build client relationships. Grow AUM.
AUM Accelerator
A step-by-step program to brand you as the resident expert within a your niche closing Millions AUM in the process.
The best part? We'll do all the heavy-lifting!
Find your Niche
We can help you figure out the most cost effective way to target your niche. The more ways we can target the same prospect, the better.
Perfect your Message
Speaking your niche's language is critical to success or failure. We can help you identify their pain points and how to position your solution.
Generate Introductions
Once implemented correctly, your exponential growth will come from personal introductions within your niche.
How We're Different
We were former Financial Advisors that understand the challenges you face trying to get more clients.
We provide realistic expectations based on our knowledge. Other marketers constantly overpromise and underperform because they don't understand the industry.
We know exponential growth will come from introductions not just marketing. We open doors, but you still need to close them.
Frequently Asked Questions
While this tried-and-true method of prospecting new clients isn't exactly new, it may be new to your practice.
This is why we've compiled a list of some of our FA's most frequently asked questions.
What will happen during our initial strategy session?
We will discuss your business and goals. We discuss what you have done in the past and what worked and didn't work. We will review how Streamlined Advisor can help you achieve your goals and what we will do next.
Who will I speak to on the call?
You will speak to the founder, Craig Scott, who has over 20 years of experience. He knows the ins and outs of consistently growing a book while managing your book. He will share his knowledge and expertise during your strategy session.
How long will it take for me to see results?
That depends on where your business is currently and your ability to focus and execute. This is not an overnight fix or flip-of-the-switch to your current plan. Our goal is to set clients up for success, which requires us to understand you and your business.
How is this different from any other plan?
Most plans are from a digital marketing or branding agency tweaking a strategic plan template for whatever industry you are in. They charge you a small fortune, but in the end, it doesn't produce the new clients needed to grow your business. We cater specifically to FA's, because we were FA's.
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.