Bring on new AUM in Large Chunks

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Instead of bringing on $500,000 to a few million in AUM at a time, what if you could bring in new AUM in large chunks?

 

What’s a large chunk of AUM?

 

One advisor in our AUM academy brought on $13,000,000.

 

Another brought on $7,500,000.

 

Phil, who you will hear from on the lunch and learn has brought on almost $50,000,000 using the exact strategy you will hear about on our upcoming lunch-and-learn.

 

My marketing partner and I are having a virtual lunch-and-learn where we will show exactly how other advisors in our AUM academy program are accomplishing this, and a whole lot more.


Click the link, watch the short video with all the details, then fill out the form and register to attend our virtual lunch and learn training (and we will even deliver lunch to your door during the event).


Make sure you enter your correct email and cell phone number so we can get you your lunch.


Register now and we will see you on the training.


Date: Tuesday, August 27th, 2024


​Time: 2-3:30PM Eastern Time


​Place: Zoom - you will get the link to attend after you register.


Register now and we will see you on the training.

Your Advisor's Edge Team