Investors need access to an advisor like you…
An advisor with your client’s best interest in mind. An advisor with a long-term win-win-win attitude (I threw in the third “win” cause it’s always nice to get that extra win).
Good advisors deserve clients who treat them well.
If you’re doing a solid job managing your client’s account… I hope they appreciate you. If not, they don’t deserve to work with you. Period.
This is the only way to build a sustainable business. A business you love, take pride in and even sell one day for a handsome sum.
With direct-response marketing (digital marketing, seminar marketing, direct-mail marketing, etc.)… you’ll attract qualified investors and position yourself as a trusted partner.
This is how you’ll build a $100 million AUM business. You’ll attract investors you like and enjoy working with. (Not energy draining clients who treat you like a commodity).