Bring on AUM in Large Chunks

Bring on AUM in Large Chunks

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.

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

How to generate new leads and cases in the first 30 days by copying and pasting one simple email.

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

Click the link, fill out the form and register to attend our virtual training - we will be giving away a 3 night, 4 day hotel stay at a 5 star resort to one lucky winner who attends live!

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

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

Date: Monday, April 7th, 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.

Best,
Seth Greene