Join us live Monday?

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.

Antonia just brought on a case for $35,000,000 - one single client.

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.

You will learn:

How to Attract High Net Worth Clients and Bring on new AUM in Large Chunks.

Register to attend live and discover:

How to Attract High Net Worth Clients Using an  Advanced Tax & Asset Protection Strategy - without having to be a tax expert.

How to add a new service to your practice and generate a new stream of revenue.

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 HERE now and we will see you on the training.

Date: Monday, March 10th, 2025
​Time: 2-3:30PM Eastern Time
​Place: Zoom - you will get the link to attend after you register.

Register HERE now and we will see you on the training.

Your Advisor’s Edge Team